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Canadian Securities Institute, Moody's Analytics Training & Certification Services

Icon CourseCanadian Securities Course (CSC)®

 

The Essential Financial Services Credential

Take the first step towards meeting and exceeding your career goals. Recognized as the industry benchmark, the Canadian Securities Course (CSC)® delivers the financial training employers demand.

Benefits

  • Take the first step toward your investment representative or registered representative license.
  • Fulfill the base securities licensing requirement for IIROC and the provincial regulatory and MFDA licensing requirements for mutual funds sales, managed future funds/commodity pools, exempt securities and labour-sponsored investment funds.
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Why enrol in the CSC?

Take a short quiz to discover why you should enrol in the CSC while testing your subject matter knowledge. Quiz me now.

Take a Peek Inside the CSC!

With our free interactive demo you can experience the CSC course for free before you enrol! Login to the demo now. username/password: cscdemo

Who Should Enrol

Enrol in the CSC if you're:

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

Learn how you can extend your CSC validity period with IIROC's Voluntary Participation Program.

Course leads to the following credentials:

PFP    CIM    MTI

CFSA    CIDC    CAIA    CFIT   
CEQT
    CMFA    CPB

See for yourself how the CSC is a sought after credential by financial services employers. Click to view.

The Basics For Success

Learn to make sense of a complex financial world. You'll gain the knowledge you need to make smart investment decisions, become a confident advisor and build a solid foundation for your career.

Learn About:

  • The Canadian securities industry and the regulatory environment
  • Market and economic events impacting investment performance
  • Understanding and analyzing corporate financial statements
  • Financial instruments: fixed income, equities, managed products, structured products, fee based accounts and derivatives
  • Company, industry and market performance/analysis
  • The portfolio management process and asset allocation
  • Setting financial goals, the financial planning process and taxation
  • Industry standards of conduct and the code of ethics
  • The institutional marketplace

How you'll learn

CSI offers a variety of options to help you learn at your own pace. Study online, by textbook or using a combination of both.

Measure your progress

CSI's online learning system helps you meet, and even exceed, your study goals. You'll benefit from:

  • Learning objectives and goals that keep you focused
  • Interactive tools to help you evaluate and apply course material
  • Post-chapter tests to assess your progress
  • Course updates
  • A customizable calendar
  • Online discussion forums and assistance from CSI's academic support specialists
  • Six Online Audio Podcasts
    • Each audio podcasts (10 to 15 minutes in length) walks students through different scenarios and examples in an easy to understand manner to reinforce learning. The topic specific podcasts focus on the basics, clarifying the terminology, and reinforcing concepts by regularly summarizing the material. Podcasts can be easily listened to on a PC or portable media players (iPod, MP3 players, Smartphones).

Why enrol in the CSC?

Take a short quiz to discover why you should enrol in the CSC while testing your subject matter knowledge. Quiz me now.

Take a Peek Inside the CSC!

With our free interactive demo you can experience the CSC course for free before you enrol! Login to the demo now. username/password: cscdemo

Approximate Hours of Study**
Hours of Study 135 - 200 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.

EXAM STRUCTURE
(weightings are approximate)
Exam 1
The Canadian Investment Marketplace 15%
The Economy 14%
Features and Types of Fixed-Income Securities 12%
Pricing and Trading of Fixed-Income Securities 11%
Common and Preferred Shares 13%
Equity Transactions 10%
Derivatives 10%
Financing and Listing Securities 7%
Corporations and their Financial Statements 8%
Exam 2
Fundamental and Technical Analysis 12%
Company Analysis 11%
Introduction to the Portfolio Approach 12%
The Portfolio Management Process 12%
Mutual Funds 15%
Segregated and Hedge Funds 9%
Other Managed and Structured Products 14%
Canadian Taxation 7%
Working with the Retail Client 5%
Working with the Institutional Client 3%
EXAM FORMAT  
Exams 2
Exam Format Paper Or Computer Based
Exam Length 2 Hours
Question Format Multiple Choice
Questions Per Exam 100
Attempts Allowed Per Exam 3*
Passing Grade 60% (Per Exam)
Assignments None
ENROLMENT PERIOD  
Enrolment Period 1 year
COURSE COMPLETION NOTICE AND WALL CERTIFICATE

On successful completion of this course you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal indication of course completion.

CSI will mail you a wall certificate within 4 - 6 weeks of course completion. If you would like to purchase a frame to display your certificate please click here. Please ensure that your First and Last Name on your profile match your First and Last Name on your Government Issued Photo identification - this will ensure you receive an accurate certificate.

CSI will be pleased to issue an Honors Certificate to all student who obtain a final course mark of 85% or higher.

*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.

†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.

Click below to access CE accreditation information for this course. To search for specific course information, click the https://www.csi.ca/student/en_ca/images/find_icon.jpg icon or press the ctrl key & F key at the same time and enter the course name to search the document for the information you are interested in.

Continuing Education Credits

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

National/Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.

The CSC now comes in three alternative bundling options. Please select one of the three options.

Canadian Securities Course (CSC)®
Canadian Securities Course (CSC) Value Pack Combo* $1310.00
Online, interactive version with hard-copy textbook $1075.00
Online, interactive version with online textbook (PDF) $985.00
NEW Canadian Securities Course (CSC) for Investors $495 Learn more

* The Canadian Securities Course (CSC) Value Pack Combo is your all in one course and study tool package to set you up for success. In addition to the online, interactive version with hard-copy textbook you also get the full set of study tools, including the CSC Check, CSC Audio Book, Financial Investment Calculations Toolkit With Calculator, Financial Statements and Ratios e-Tutorial, Macro and Microeconomic E-Tutorial and the CSC webcasts.

Bundle & Save More

Save 10% when you buy any two of the following study tools, save 15% when you buy any three of the following study tools, save 25% when you buy all six of the following study tools. Please note: study tools are all delivered online and are not refundable.
Seminars do not qualify as study tools and are not included in the study tools discount.

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Study Tools
CSC Check 2013 $140.00
CSC Audio BookListen to CSC Audio Book $35.00
Financial Investment Calculations Toolkit (with Calculator) $85.00
CSC Webcast $60.00
Financial Statement and Ratios e-Tutorial $55.00
Macro- and Microeconomics e-Tutorial $55.00
CSC Volume 1 Seminar $350.00 Schedule
CSC Volume 2 Seminar $350.00 Schedule
Replacement Textbook
Replacement Hard-copy Textbook* $100.00

*Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.

SHIPPING & HANDLING

  • Non-electronic course materials will ship within 5 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 textbooks.

Corporate discounts may apply. Please be sure to identify your employer during the enrollment process or contact your human resources or training department to determine eligibility. Discounts will be applied during the enrolment process.