CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.


The Canadian Securities Course (CSC®) is the foundational financial services credential required to perform transactions in securities, mutual funds and alternative funds in many financial services positions.

This course will help learners fulfill CIRO and provincial regulatory requirements for baseline securities licensing as well as mutual funds sales, alternative mutual funds products, managed futures funds, exempt securities and labour-sponsored investment funds.

Take the first step towards attaining your investment representative or registered representative license.

What skills will you develop?

  • Understand the Canadian financial services landscape
  • Gain knowledge about various financial instruments such as equities, managed products, structured products, derivatives and more
  • Accurately assess company, industry and market performance
  • Attain a deeper knowledge of industry standards and codes of ethics
  • Learn the skills, knowledge and tools to serve your clients better
  • Meet proficiency requirements to deal in Alternative Mutual Funds

Who should enrol?

Enrol if you’re:

  • Training to become a full-service investment advisor or an investment representative
  • Seeking your mutual funds license
  • Dealing in Alternative Mutual Funds for retail investors (as per the latest regulatory announcement)
  • Seeking your exempt market representative license
  • A bank or trust company officer
  • A financial planner
  • An active investor who wants to learn how to manage your portfolio
  • Seeking a position in the Canadian financial services industry

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