- Learning
- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice (CAIA)
- Certificate in Small Business Banking (CSBB)
- Certificate in Technical Analysis (CITA)
- Certificate in Investment Dealer Compliance (CIDC)
- Certificate in Derivatives Market Strategies (CDMS)
- Certificate in Retirement Strategy (CRS)
- Certificate in Estate Planning & Trust Strategy (CETS)
- Certificate in Commercial Credit (CICC)
- Certificate in Fixed Income Trading and Sales (CFIT)
- Certificate in Equity Trading and Sales (CEQT)
- Certificate in Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
- View All Certificate Pathways
- Fellow of CSI (FCSI®)
- Personal Financial Planner (PFP®)
- Chartered Investment Manager (CIM®)
- Certified International Wealth Manager (CIWM)
- Designated Financial Services Advisor (DFSA™)
- Estate & Trust Professional (MTI®)
- CSI Path to Certified Financial Planner (CFP®)
- CSI Path to Qualified Associate Financial Planner (QAFP™)
- CSI Path to Financial Planning Program – Quebec (IQPF)
- View All Designation Pathways
- Personal Financial Services Advice (PFSA)
- Financial Planning I (FP I)
- Financial Planning II (FP II)
- Financial Planning Supplement (FPSU)
- Investment Advisors Training Program (IATP)
- Financial Planning Integration Course (FPIC)
- Applied Financial Planning Certification Exam (AFP)
- CIWM Certification Examination
- Life Licence Qualification Program Insurance Course (LLQP)
- View All Courses
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CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, IIROC, CSF and other professional associations or certifications.
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Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Support
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Canadian Securities Course CSC®
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Preparing to Take Your CSI Exam?
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
- Credentials
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Credentials That Matter
Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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FCSI® – The Highest Honour in Financial Services
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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MTI® – Prestigious Credential for Trust & Wealth Managers
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
- Platforms
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Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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Become a Speaker With CSI
CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
- About
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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
“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
Course Formats
The CSC® comes in three alternative bundling options. Click to expand and learn more about each product. Please select one of the following options.
CSC® Value Pack Combo
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The Canadian Securities Course (CSC®) 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 hard-copy textbook you also get the full set of study tools, including the CSC® Check, CSC® Videos, Financial Investment Calculations Toolkit With Calculator, Financial Statements and Ratios e-Tutorial, Macro and Microeconomic E-Tutorial.
Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook
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Choose this course format if you prefer to study with a hard-copy textbook along with your online course.
Online, Interactive Version with Online PDF and eBook Textbook
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Choose this course format if you prefer to study online through a computer, tablet or mobile.
Re-Enrolment to Meet IIROC Re-Write Requirements
Candidates who are required to meet the Proficiency and Education requirements for IIROC’s Rule 2600 Part II A may be eligible to enrol at a discounted rate. Eligible candidates will receive a 50% discounted rate of the applicable price on the online course enrolment. Additional items such as printed textbooks or study tools are not discounted.
Canadian Securities Course (CSC®) for Investors
The content for the CSC® for Investors is parallel to that of the original Canadian Securities Course (CSC®)that financial professionals take as the foundation course for their careers in financial services. By working off of a similar foundation to that of a financial professional, you can get the most out of your partnership with your financial advisor – working together to have better discussions, make informed decisions and maximize your investment potential.
Discounts
IIROC member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.
Replacement Textbook
Replacement Hard-copy Textbook
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Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.
Shipping & Handling
- Printed course materials will ship within 5-10 business days of purchase
- Electronic course materials will be available immediately upon purchase
- Shipping costs vary by location & will be displayed on the final screen of check out
- Shipping and handling fees will apply to all orders that include printed course materials