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

“Today’s investors are looking for sophistication. The PFP helps advisors provide a higher level of financial advice to clients” – Shannon Wood, PFP®, FMA, FCSI® | Senior Manager Strategic Execution, RBC

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Meet your securities licensing requirements. Save $195 on the CSC® until September 30.

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“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

“Today’s investors are looking for sophistication. The PFP helps advisors provide a higher level of financial advice to clients” – Shannon Wood, PFP®, FMA, FCSI® | Senior Manager Strategic Execution, RBC

Hours of Study: 135 – 200 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
ADVOCIS Structured Learning CEEXAM 130
ADVOCIS Structured Learning CEEXAM 230
ICBC Life Insurance30
FSRA Life Insurance30
ICM Life InsuranceEXAM 110
ICS Life Insurance5
ICM Life InsuranceEXAM 210
AIC Life Insurance30
QAFP EXAM 1 30
QAFP EXAM 2 30
CSF General Subjects EXAM 26
CSF Mutual FundsEXAM 210
CSF Insurance of PersonsEXAM 24
CSF General Subjects EXAM 15
CSF Compliance EXAM 15
CSF Mutual FundsEXAM 115
IQPF SCEXAM 15
IQPF SFPAEXAM 115
IQPF SFPAEXAM 215
CFP Financial PlanningEXAM 130

View CE credits for all CSI courses and all associations.

While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the chart may be subject to change.

What is the CSC® exam weighting?

Exam One Topics Weightings
The Canadian Investment Marketplace 15%
The Economy 13%
Features and Types of Fixed-Income Securities 12%
Pricing and Trading of Fixed-Income Securities 11%
Common and Preferred Share 13%
Equity Transactions 10%
Derivatives 10%
Corporations and their Financial Statements 8%
Financing and Listing Securities 8%
Exam Two Topics Weightings
Investment Analysis 18%
Portfolio Analysis 18%
Mutual Funds 14%
Exchange-Traded Funds 10%
Alternative Investments, Other Managed, and Structured Products 16%
Canadian Taxation 6%
Fee-Based Accounts and Working with the Retail Client 8%
Working with the Institutional Client 10%

What is the CSC® exam structure?

Structure Information
Exams 2
Exam Format Proctored (remote or in-person at a test centre)
Exam Duration 2 hours
Question Format Multiple Choice
Questions Per Exam 100
Attempts Allowed Per Exam 3
Passing Grade 60% (Per Exam)
Assignments None

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