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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Canadian Securities Course (CSC®)


In today’s highly competitive financial services landscape, employees who are committed to their personal development are the ones who excel. The CSC is the foundational financial services credential that top employers demand.

The CSC® is a baseline regulatory requirement to perform securities, mutual fund and alternative funds transactions in many financial services positions.

What Skills will you Develop from taking the CSC® ?

A better understanding of the Canadian financial services landscape
Greater knowledge about various financial instruments such as equities, managed products, structured products, derivatives and more
The ability to accurately assess company, industry and market performance
Deeper knowledge of industry standards and codes of ethics
Skills, knowledge and tools to better serve your clients
Meet proficiency requirements to deal in Alternative Mutual Funds

The CSC® – Creating possibilities


Credentials Path

What Careers Does Taking the CSC Lead to?

  • Mutual Funds and Alternative Mutual Funds Sales Representative
  • Financial Planner
  • Investment Representative
  • Investment Advisor
  • Bank or Trust Company Officer
Certificate in Technical AnalysisCertificate in Personal BankingCertificate in Advanced Mutual Funds AdviceCertificate in Equity Trading and SalesCertificate in Fixed Income Trading and SalesCertificate in Advanced Investment AdviceCertificate in Investment Dealer Compliance PFP CIM MTI Certificate in Financial Services Advice