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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 and derivatives.

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View active jobs that require the CSC®

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 their 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.

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View active jobs that require the IFC

Who will benefit from obtaining the CSC® or IFC?

Enrol if you’re:

  • 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

How are the CSC® and IFC different?

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Regulatory Requirements CSC® IFC

Entry requirement for many financial service jobs
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Completes the first step towards earning your investment representative or registered representative license
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Completes the first step towards fulfilling the Portfolio Management Registration requirements with the Canadian Investment Regulatory Organization (CIRO) or Canadian Securities Administrators (CSA)
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Recognized by regulatory bodies in the United States, United Kingdom, Hong Kong and France for broker/advisor registration (local top-up would be required)
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Fulfills the CSA licensing requirement for Mutual Fund Sales Representatives
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Fulfills the CSA licensing requirement for Exempt Market Dealer Representative
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Once completed, this course can be kept valid for CIRO purposes beyond its regulatory time limit through participation in CIRO's Voluntary Participation Program or completion of a higher level course approved by CIRO.
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Credentials CSC® IFC

Personal Financial Planner (PFP®)
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Chartered Investment Manager (CIM®)
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MTI® - Estate and Trust Professional
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Certificate in Investment Dealer Compliance
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Certificate in Financial Services Advice
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Certificate in Advanced Investment Advice
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Certificate in Personal Banking
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Certificate in Advanced Financial Advice
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Certificate in Technical Analysis (CITA)
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Course Study Tools CSC® IFC

Check Tool
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Review Webinars
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Video Companion Series
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Financial Investment Calculations Toolkit
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Macro- and Microeconomics e-Tutorial
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Topics Covered CSC® IFC

The Canadian securities industry, markets and the regulatory environment
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The various components of a securities dealer
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Financing and listing of securities
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Market and economic events impacting investment performance
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Analyzing corporate financial statements
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In-depth coverage of equity and fixed-income securities
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Fundamental and technical analysis
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Structured products including ETFs
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Fee-based accounts
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Managing products including Mutual Funds
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The portfolio management process and asset allocation
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Dealing with institutional clients
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Securities Industry standards of conduct and the code of ethics
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Enrol in the CSC® or IFC

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CSC® Value Pack Combo

$1620 Cart1Add to Cart

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 a hard-copy textbook you also get the full set of study tools, including the CSC® Check, CSC® Videos, Financial Investment Calculations Toolkit With Calculator, Financial Statements and Ratios e-Tutorial, Macro and Microeconomic E-Tutorial.

CSC® Online, interactive version with hard-copy textbook

$1320 Cart2Add to Cart

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

CSC® Online, interactive version with PDF textbook

$1220 Cart3Add to Cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.

IFC Value Pack Combo

$715 Cart4Add to Cart

The Investment Funds in Canada (IFC) 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 a hard-copy textbook, you also get the full set of study tools, including the IFC Check, Financial Investment Calculations Toolkit with Calculator, Macro and Microeconomic E-Tutorial.

IFC Online, interactive version with hard-copy textbook

$520 Cart5Add to Cart

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

IFC Online, interactive version with PDF textbook

$470 Cart6Add to Cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.