TAKE A CLOSER LOOK AT THE CSC® AND IFC

Are you wondering which licensing course is right for you? We've explained both the CSC® and IFC to help you make an informed decision. Get in touch with us if you'd like more information.

REQUEST MORE INFORMATION

I would like to know more information about:

CSC      IFC      Both, CSC & IFC

Would you like to keep informed about CSI's products and promotions?

Yes      No

WHAT DOES THE CSC® AND IFC COVER?

 

What is the CSC®?

The Canadian Securities Course (CSC®) is a baseline regulatory requirement to perform securities, mutual funds and alternative funds transactions in most financial services positions in Canada.

You will gain a better understanding of the financial services landscape in Canada and sharpen your knowledge about various financial instruments like equities, liquid alts, managed and structured products, derivatives and more.

View active jobs that require the CSC®
  • GLASSDOOR
  • INDEED
  • LINKEDIN
  • WORKOPOLIS

What is the IFC?

The Investment Funds in Canada (IFC) delivers foundational knowledge that provides Advisors substantial support to effectively guide clients on mutual fund investments based on a client's objectives, timeline and risk tolerance.

You will also gain stronger grounding in a mutual fund's legal, ethical and professional responsibilities. Once you successfully complete the course, you will earn the Mutual Fund Dealer - Dealing Representative License.

View active jobs that require the IFC
  • GLASSDOOR
  • INDEED
  • LINKEDIN
  • WORKOPOLIS

HOW ARE THE CSC® AND IFC DIFFERENT?

 

CSC®

IFC

Defacto entry requirement for many financial services jobs
Completes the first step towards earning your investment representative or registered representative license
Completes the first step towards fulfilling the Portfolio Management Registration requirements with the Investment Industry Regulatory Organization of Canada (IIROC) or Canadian Securities Administrators (CSA)
Recognized by regulatory bodies in the United States, United Kingdom, Hong Kong and France for broker/advisor registration (local top-up would be required)
Fulfill the licensing requirement for the following CSA licensing categories:
Mutual Fund Sales Representative
Exempt Market Dealer Representative
Once completed, this course can be kept valid for IIROC purposes beyond its regulatory time limit through participation in IIROC's Voluntary Participation Program or completion of a higher level course approved by IIROC.
CSC® Video Companion Series
Personal Financial Planner (PFP®)
Chartered Investment Manager (CIM®)
MTI® - Estate and Trust Professional
Certificate in Investment Dealer Compliance
Certificate in Financial Services Advice
Certificate in Fixed Income Trading and Sales
Certificate in Advanced Investment Advice
Certificate in Equity Trading and Sales
Certificate in Advanced Mutual Funds Advice
Certificate in Personal Banking
The Canadian securities industry, markets and the regulatory environment
The various components of a securities dealer
Financing and listing of securities
Market and economic events impacting investment performance
Analyzing corporate financial statements
In-depth coverage of equity and fixed-income securities
Fundamental and technical analysis
Structured products including ETFs
Fee-based accounts
Managing products including Mutual Funds
The portfolio management process and asset allocation
Dealing with institutional clients
Securities Industry standards of conduct and the code of ethics

ENROL FOR THE CSC® OR IFC

 

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook
  • CSC® Check
  • CSC® Video Companion Series
  • Financial Investment Calculations Toolkit (with calculator)
  • Financial Statement and Ratios e-Tutorial
  • Macro and Microeconomics e-Tutorial

$1465.00

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook

$1465.00

Includes:

  • Online, Interactive Version
  • Online PDF Textbook

$1465.00

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook
  • IFC Check
  • Financial Investment Calculations Toolkit (with calculator)
  • Financial Statement and Ratios e-Tutorial
  • Macro and Microeconomics e-Tutorial

$640.00

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook

$445.00

Includes:

  • Online, Interactive Version
  • Online PDF Textbook

$395.00

 

  • CSC®
    COMBO

    Value Pack

  • CSC®

    Online version
    with textbook

  • CSC®

    Online version
    with ebook

  • IFC
    COMBO

    Value Pack

  • IFC

    Online version
    with textbook

  • IFC

    Online version
    with ebook

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook
  • CSC® Check
  • CSC® Video Companion Series
  • Financial Investment Calculations Toolkit (with calculator)
  • Financial Statement and Ratios e-Tutorial
  • Macro and Microeconomics e-Tutorial

$1465.00

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook

$1165.00

Includes:

  • Online, Interactive Version
  • Online PDF Textbook

$1165.00

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook
  • IFC Check
  • Financial Investment Calculations Toolkit (with calculator)
  • Financial Statement and Ratios e-Tutorial
  • Macro and Microeconomics e-Tutorial

$640.00

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook

$445.00

Includes:

  • Online, Interactive Version
  • Online PDF Textbook

$395.00

WHO WILL BENEFIT FROM THE CSC® OR IFC?

 

Seeking a position in the Canadian financial services industry
Seeking your mutual funds license
A bank or trust company officer
A financial planner
An active investor who wants to learn how to manage your portfolio
Training to become a full-service investment advisor or an investment representative
Seeking your exempt market representative license

 

Privacy Policy | Terms of Use | © Moody's Analytics Global Education (Canada), Inc.