Derivatives Fundamentals Course (DFC)

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Get recognized as a derivatives champion. Save 10% on DFC® till August 31.

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Course Formats

The DFC comes in two alternative bundling options. Please select one of the below options.

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Online, interactive version with hard-copy textbook

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

Online, interactive version with PDF textbook

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.

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DFC with Futures Licensing Course Complete online version with hard-copy textbooks

The Futures Licensing Course (FLC) is designed to help you expand your service offering to include futures-based investment strategies. The second course in the two-step licensing program, the FLC meets regulatory proficiency requirements for advisors dealing with the public in futures and futures options contracts.

This is a bundle product, and you will be enrolled in the DFC course and FLC course at the same time.

DFC with Futures Licensing Course - Complete online versions with PDF textbooks

The Futures Licensing Course (FLC) is designed to help you expand your service offering to include futures-based investment strategies. The second course in the two-step licensing program, the FLC meets regulatory proficiency requirements for advisors dealing with the public in futures and futures options contracts.

This is a bundle product, and you will be enrolled in the DFC course and FLC course at the same time.

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.

Study Tools

Save 10% when you buy any two of the following study tools, save 15% when you buy any three of the following study tools. Click to expand and learn more about each product.

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DFC Check

If you enrolled in the DFC on or after December 1, 2021, then please choose this version.

The DFC Check is an online study tool designed to build your confidence and assess your readiness to take the actual DFC Exam.

What it can do for you:

  • Focus your efforts to make the most of your study time
  • Test your ability to perform under pressure with a simulated exam experience

The DFC Check is intended to complement your studies and enhance your learning. Keep in mind, however, that it should not replace a thorough review of the course materials. Your focus, first and foremost, should be to read, understand and study the textbooks.

DFC Check

If you enrolled in the DFC before December 1, 2021, then please choose this version.

The DFC Check is an online study tool designed to build your confidence and assess your readiness to take the actual DFC Exam.

What it can do for you:

  • Focus your efforts to make the most of your study time
  • Test your ability to perform under pressure with a simulated exam experience

The DFC Check is intended to complement your studies and enhance your learning. Keep in mind, however, that it should not replace a thorough review of the course materials. Your focus, first and foremost, should be to read, understand and study the textbooks.

Financial Statement and Ratios e-Tutorial

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.

Macro- and Microeconomics e-Tutorial

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

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.

Replacement Textbook

Replacement Hard-copy Textbook

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

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