Introducing the New CSC®
Reimagined for the Future of Financial Services
Coming Soon
Be ready when the new CSC® launches.
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Build the capabilities to stand out in financial services.
Bringing together CSI’s industry expertise and Fitch learning’s global experience in professional development, the CSC® has been redesigned for a new generation of professionals.
Turn knowledge into career-ready capability, from applying professional judgement to making client-focused decisions, and using AI with confidence.
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AI Learning Coach:
Learn with confidence.
The new CSC® experience includes an AI learning coach that lets you ask questions, explore concepts, test your thinking, and work through ideas in real time. Designed to support learning as it happens, it helps you build understanding, apply concepts more effectively, and develop practical judgement.
On-demand AI support
Explore concepts, deepen understanding, and build confidence as you learn.
Personalized AI-learning pathways
Strengthen judgement, apply learning and prepare for real-world situations.
Ask. Explore. Practice. Apply.
The industry is evolving.
So is the CSC®.
Financial institutions are looking for professionals who can turn knowledge into action through sound judgement, client-focused decision-making, and the ability to adapt as the industry evolves.
Built for the future of financial services.
Four dimensions of readiness for a changing industry.
Industry readiness
01 – Understand the world you’re entering.
Explore the markets, regulations, ethics, and economic forces that influence Canada’s financial services industry today.
Technical readiness
02 – Build the knowledge to do the work.
Build a strong foundation across investments, securities, and portfolio management to support real-world decision-making.
Client readiness
03 – Put what you know into practice.
Apply your learning to client interactions, account management, and realistic scenarios that reflect the work you’ll do on the job.
Future readiness
04 – Stay ready for what comes next.
Develop the adaptability, communication, professional judgement, and AI fluency needed to thrive as the industry changes.
Together, these four dimensions provide the foundation to start your career, and the versatility to grow as the industry changes.
Trusted by Canada’s leading financial institutions and chosen by more than 800k financial professionals to launch and build their careers.
Where the CSC® can take you.
The new CSC® is designed to help you do more than complete a financial services program. It’s built to help you develop the knowledge, skills, and confidence to succeed in your first role, grow into your next, and adapt to the opportunities ahead.
Canadian Securities Certificate (CSC®)
Build the knowledge, confidence, and industry perspective to start and grow your career in financial services.
Chartered Investment Manager (CIM®) Designation
Deepen your investment expertise and strengthen the capabilities needed to build a foundation for the CIM® designation, one of the recognized credentials for professionals seeking to manage client portfolios on a discretionary basis.
Your Career
The CSC® meets the proficiency requirement for mutual fund representative registration, helping you build your experience, expand your impact, and pursue new opportunities as your career evolves.
Is the New CSC® Right for You?
Whether you’re starting out, changing direction, bringing experience to Canada, or looking to grow in financial services, the CSC® is designed for what comes next.
I’m starting in financial services.
Gain the understanding and confidence to navigate Canadian markets and begin a career in banking.
I’m moving into financial services.
Bring your existing experience into a new industry and translate it into practical, relevant capability.
I’m growing in financial services.
Strengthen your professional foundation and demonstrate the skills employers value most.
Two parts – one connected learning experience.
CSC1: Core Readiness
Master the technical knowledge needed to navigate the industry, its products, and client relationships, then validate your career readiness through one final exam.
CSC2: Future Readiness
Build on that knowledge by developing career-ready capabilities, including judgement, communication, adaptability, curiosity, and working alongside AI. Demonstrate your future readiness through applied skills-development exercises.
Complete both, and you’re career ready: industry-ready, technically sharp, client-focused, and future-proof.
What you’ll learn.
The new CSC® brings together two connected parts: technical knowledge and career-ready capabilities.
CSC1
Core Readiness
CSC1: Core Readiness
Know the industry, the work you’ll be doing, and how it applies to clients.
Industry Readiness
Know the landscape you’ll be working in.
Key lessons include:
- Overview of Capital Markets and Financial Instruments
- The Canadian Regulatory Framework
- Standards of Conduct and Ethics
- Financing and Listing Securities
- Securities Trading and Settlement
Technical Readiness
Understand the products, concepts and tools you’ll be working with.
Key lessons include:
- Features and Benefits of Fixed-Income Securities, Equities, Mutual Funds
- Overview of Derivatives
- Other Managed and Structured Products – Types and Features
- Analyzing Companies
- Introduction to the Portfolio Approach
Client Readiness
Apply what you’ve learned in real client situations.
Key lessons include:
- Working with Clients
- Client Discovery and Account Opening
- Suitability and Product Due Diligence
- Maintaining Client Accounts
- Building Client Solutions (Financial Planning Fundamentals)
CSC2
Future Readiness
CSC2: Future Readiness
Develop the skills to think, communicate and adapt as the industry evolves.
AI Fluency & Human-Technology Collaboration
Work effectively alongside AI while learning to apply sound human judgement.
Key lessons include:
- Understanding AI – Capabilities, Limitations, and How It Actually Works
- Maintaining Human Judgment in an AI-Augmented World
- Prompting, Evaluating, and Challenging AI Outputs – Practical Professional Skills
Emotional Intelligence & Interpersonal Effectiveness
Build the self-awareness and empathy needed to navigate professional relationships with confidence.
Key lessons include:
- Understanding Emotional Intelligence in a Professional Context
- Self-Awareness and Self-Regulation Under Professional Pressure
- Managing Conflict and Delivering Feedback Constructively
Critical Thinking & Strategic Reasoning
Question assumptions, solve problems and make well-reasoned decisions.
Key lessons include:
- The Case for Critical Thinking in Financial Services
- Structured Problem Solving and Root-Cause Analysis
- Evaluating Assumptions and Narratives
Communication, Influence & Business Partnering
Turn ideas and analysis into clear communication that moves decisions.
Key lessons include:
- Translating Financial Analysis into Actionable Narratives
- Communicating for Different Audiences
- Influence, Persuasion, and Communicating Without Authority
Resilience, Adaptability & Learning Agility
Navigate change, manage uncertainty and keep developing as your career evolves.
Key lessons include:
- Building a Growth Mindset as a Professional Practice
- Navigating Ambiguity and Professional Uncertainty
- Sustaining Well-Being and Professional Performance Over Time
Be ready when the new CSC® launches.
Get launch updates, program information, enrolment details and access to special launch pricing.
You’re on the list!
We’ll keep you updated on the new CSC®.
