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Canadian Securities Course (CSC®)



The Canadian Securities Course (CSC®) has become the standard for many financial services jobs beyond its recognition as the licensing requirement for several regulated registration categories. Over the past few years, CSI has invested significantly in upgrading the CSC® to reflect its growing recognition within the financial services industry. These course improvements also incorporate many technological advances in eLearning.

We have significantly revised the course materials, added many real-word examples and practice questions and greatly enhanced our online learning with additional interactive activities. The course is now accessible and adaptable to all mobile devices.

As of August 15, 2019, CSI will apply a modest price increase of $46 to align with the investment we have made to this course and to the general rate of inflation of the past few years.

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.


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 product

the csc® – Creating possibilities


Credentials Path


  • 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