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For more information, visit the CIRO Proficiency website.

Canadian Securities Course (CSC®)

“Even with my MBA, I found it difficult to find a position within the finance industry. Getting the CSC® gave me a competitive advantage and made it much easier.” – Andrew Manis, MBA, CSC® | Senior Manager, Strategy and Analytics at Royal Bank of Canada

“This is financial literacy, financial knowledge that the everyday individual can use to empower themselves.” – Katie Backus | Business Development Associate at Omers Investment Management Inc.

“When I put the CSC® on my resume, it opened so many doors for me. I even had the privileged of choosing the job I wanted most.” – Ela Karahasanoglu | Principal and Manager Researcher at Mercer

“The CSC® was a fraction of the cost of my university degree, and I think I got more of a return out of it.” – Umair Alam, CSC® | Inside Sales Representative at Dynamic Funds

“The CSC^® was the first step in understanding the financial landscape in Canada.” – Maria Diaz, CSC® | Executive Assistant at Assante Wealth Management

“This is financial literacy, financial knowledge that the everyday individual can use to empower themselves.” – Katie Backus | Business Development Associate at Omers Investment Management Inc.

“The CSC® was a fraction of the cost of my university degree, and I think I got more of a return out of it.” – Umair Alam, CSC® | Inside Sales Representative at Dynamic Funds

“The CSC^® was the first step in understanding the financial landscape in Canada.” – Maria Diaz, CSC® | Executive Assistant at Assante Wealth Management

Home > Learning > Courses > Canadian Securities Course (CSC®)

About

Effective January 1, 2026, the proficiency rules applicable to Investment Dealer Approved Persons with CIRO have changed. This course is no longer acceptable for the purposes of CIRO approval with an Investment Dealer.

For details, including transition guidance for current CSI learners, visit the CIRO Proficiency website.

The Canadian Securities Course (CSC®) is a widely recognized credential that provides the foundational knowledge and skills needed to launch and advance a career in financial services, including areas such as investment products, mutual funds, alternative investments, and the broader financial industry.

Take the first step toward gaining the knowledge and skills essential for a successful career in financial services.

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 Mutual Funds

Who should enrol?

Enrol if you’re:

Seeking a position in the Canadian financial services industry
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 with a provincial regulator
A bank or trust company officer
A financial planner
An active investor who wants to learn how to manage your portfolio

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