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Excel in Banking with Canada's Leading Credentials

As a Canadian student, supplement your post-secondary education with industry-leading credentials. The Canadian Securities Institute (CSI) offers specialized postgraduate programs in banking and financial services—globally recognized and designed to elevate your career. Additionally, enjoy a minimum 10% discount on courses and study tools!

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Whether you’ve always known that a career in financial services was right for you, or you’re just starting to think about entering the industry, obtaining a credential from the Canadian Securities Institute (CSI) is the first step to building a candidate profile that stands out among the rest.

If you're currently enrolled in a post-secondary program, select your school from the drop-down menu below to unlock your exclusive 10% student discount.

Then, proceed by choosing your program of interest.

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Foundational Licensing Courses (CSC® & IFC)

Explore foundational licensing courses specifically recommended to help you achieve your learning goals and enter the Canadian financial services industry.

Canadian Securities Course (CSC®)

Select one of the course formats below to enrol.

CSC® Value Pack Combo

$1398 Cart11Add to Cart

In addition to the online, interactive version with a hard-copy textbook you also get the full set of study tools, including the CSC® Check, CSC® Videos, Financial Investment Calculations Toolkit, Financial Statements and Ratios e-Tutorial, Macro and Microeconomic E-Tutorial.

CSC® Complete Online Program with PDF Textbook

$998 Cart12Add to Cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.

CSC® Complete Online Program with Printed Textbooks

$1098 Cart13Add to Cart

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and discover how CSC® Study Tools can enhance your preparation, reinforce key concepts, and boost your confidence for exam success.

CSC® Check

$195 Cart11Add to Cart

The CSC Check is a set of online practice tests designed to assess your readiness to take the actual CSC Exam 1 and Exam 2. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the CSC Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

CSC® Video Companion Series

$N/A Cart12Add to Cart

Enjoy over 120 videos with over 14 hours of content designed to help you better prepare for the CSC® Exam 1 and Exam 2.

  • Chapter by Chapter video explanations will help enhance your learning experience
  • Expanded real-world examples to help digest course material
  • Review course material conveniently on your phone with a data connection

The CSC® Video Companion Series is intended to complement your studies and enhance your learning. It is not meant to replace a thorough review of the course materials. While it will undoubtedly streamline your learning, your first focus should be to read, understand and study the textbooks.

Financial Investment Calculations Toolkit

$95 Cart13Add to Cart

Are you overwhelmed by financial investment calculations? Do you feel like you need an educational tune-up on basic math skills? You’re not alone.

The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You’ll be introduced to essential financial math concepts, and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculations skills.

Financial Statement and Ratios e-Tutorial

$55 Cart14Add to Cart

The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.

You’ll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You’ll also review the basics of financial ratios, which are used to evaluate the potential success and investment-worthiness of a company.

It is also a useful refresher course for students who have not encountered these concepts in some time.

Macro- and Microeconomics e-Tutorial

$55 Cart15Add to Cart

This e-Tutorial offers an overview of two areas of economics:

  • Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy
  • Microeconomics which focus on specific topics such as supply and demand and industry cycles

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Investment Funds In Canada (IFC)

The Investment Funds in Canada (IFC) course offers essential knowledge to help advisors provide tailored advice on mutual fund investments, aligning with clients' objectives, timelines, and risk tolerance. It also deepens your understanding of a mutual fund representative’s legal, ethical, and professional responsibilities. Successfully completing the course will help you fulfill the regulatory requirements to register for the Mutual Fund Dealer – Dealing Representative License. To enrol, select one of the course formats below.

IFC Value Pack Combo

$715 Cart11Add to Cart

The Investment Funds in Canada (IFC) Value Pack Combo is your all-in-one course and study tool package to set you up for success. In addition to the online, interactive version with a hard-copy textbook, you also get the full set of study tools, including the IFC Check, Financial Investment Calculations Toolkit, Macro and Microeconomic E-Tutorial.

IFC Complete Online Program with PDF Textbook

$470 Cart12Add to Cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.

IFC Complete Online Program with Printed Textbooks

$520 Cart13Add to Cart

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and discover how IFC Study Tools can enhance your preparation, reinforce key concepts, and boost your confidence for exam success.

IFC Check

$150 Cart11Add to Cart

The IFC Check is a set of online practice tests designed to assess your readiness to take the actual IFC exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the IFC Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Financial Investment Calculations Toolkit

$95 Cart12Add to Cart

The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You’ll be introduced to essential financial math concepts and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculation skills.

Macro- and Microeconomics e-Tutorial

$55 Cart13Add to Cart

This e-Tutorial offers an overview of two areas of economics:

  • Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy
  • Microeconomics which focus on specific topics such as supply and demand and industry cycles

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Retail Banking & Insurance Solutions

Our Retail Banking and Insurance solutions offer role-specific courses and comprehensive learning pathways in financial advice, compliance, lending, and bank management. Participants gain a deep understanding of the Canadian banking landscape, learn to craft credible financial plans, strengthen customer relationships, and enhance operational efficiency—ultimately delivering greater value to clients.

Investment Dealer Supervisors Course (IDSC)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

$1041 Cart11Add to Cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

$1081 Cart12Add to Cart

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

LLQP Insurance Course (Canada)

Online, interactive version with PDF textbook

$475 Cart11Add to Cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.

LLQP Insurance Course (Common Law)

Online, interactive version with PDF textbook

$475 Cart11Add to Cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.

LLQP Insurance Course (Civil Code)

Online, interactive version with PDF textbook

$475 Cart11Add to Cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Financial Planning

If you’re the kind of person who loves helping other people achieve their dreams while you work towards your own, consider a rewarding career in financial planning. This is one of the more ‘personal’ parts of the banking field, focusing on helping others through advice, service, and products that help protect them against risk, as they work towards financial independence. It’s a place where moving up is measured by the quality and quantity of relationships you foster and retain. This is reflected by longer commitment periods (how long you must stay on the job). That’s because today’s financial institutions are seeking to give greater consistency and predictability to clients, employees, and their organizations.

Personal Financial Services Advice (PFSA)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

$650 Cart11Add to Cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

$725 Cart12Add to Cart

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Financial Planning I (FP I)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

$800 Cart11Add to Cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

$875 Cart12Add to Cart

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about FP I Study Tools.

FP I Check

$N/A Cart11Add to Cart

The FP I Check is a set of two online practice tests designed to assess your readiness to take the actual FP I Exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the FP I Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings, online learning activities and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

If your school is not listed above, or if you're not currently enrolled in a post-secondary program, you can still kick-start your financial services career by enrolling in our foundational credentials, the Canadian Securities Course (CSC®) and the Investment Funds in Canada (IFC).

Paired with your degree, our credentials distinguish you as a leader in financial services by helping you:

certificate

Enhance your resume with industry leading credentials.

Business Banking

Make an impression at Canada’s top financial institutions.

Wealth Management

Expand your development to build higher earning potential.

Differentiate Yourself

Secure greater access to employment opportunities.

Approved Educators

We have partnered with your college or university to recommend courses as outlined in the Career Map, and encourage you to interact with this helpful guide as you pursue your goals.

View Approved Educators

Here's what people have to say about how completing the CSC® transformed their career journey.