To help you begin a promising career in Canada's financial market, CSI offers two foundational licensing courses.
The 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.
The 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.
Depending on the level of financial experience you have from your home country, our comprehensive Career Map can help guide you through the financial areas that will suit you best.
You can search by courses, credentials or careers to better your understanding of the financial marketplace and how to navigate it successfully.
We partner with ACCES Employment Canada to provide newcomers with real-life exposure through training, helpful tips, tools and resources about entering the Canadian financial services market. As a not-for-profit charitable organization, ACCES Employment offers employment programs that are free of charge.
While some sector-specific programs have a fee that is eligible for financial reimbursement through an Ontario government bursary, you can sit down with an Employment Consultant and learn more about the services available to you.
Through our partnership, you will learn best practices to ace interviews, create winning resumes and how to obtain CSI credentials to help you land your dream job.
The Canadian Securities Institute (CSI) has been setting the standard for excellence in lifelong education for financial professionals since 1970. CSI is a part of Moody's Analytics Learning Solutions, which offers educational programs and credentials throughout the world. Our expertise extends across the financial services spectrum to include securities and portfolio management, banking, trust, insurance, financial planning and high net worth wealth management. We are the primary provider of regulatory courses and examinations for the Investment Industry Regulatory Organization of Canada's (IIROC). Our courses are also accredited by the securities and insurance regulators.
"Even with my MBA, I found it difficult to find a position within the finance industry.
Getting the CSC gave me a competitive advantage and made it much easier."
Andrew Manis, MBA, CSC | Senior Manager, Strategy and Analytics at Royal Bank of Canada
"This is financial literacy, financial knowledge that the
everyday individual can use to empower themselves."
Katie Backus | Business Development Associate at Omers Investment Management Inc.
"When I put the CSC on my resume, it opened so many doors for me.
I even had the privileged of choosing the job I wanted most."
Ela Karahasanoglu | Principal and Manager Researcher at Mercer
"The CSC was a fraction of the cost of my university degree,
and I think I got more of a return out of it."
Umair Alam, CSC | Inside Sales Representative at Dynamic Funds
"The CSC® was the first step in understanding
the financial landscape in Canada."
Maria Diaz, CSC | Executive Assistant at Assante Wealth Management
"Today's investors are looking for sophistication.
The PFP helps advisors provide a higher level of financial advice to clients"
Shannon Wood, PFP®, FMA, FCSI® | Senior Manager Strategic Execution, RBC