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Canadian Securities Course (CSC®)

“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

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“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.

“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

Home > Learning > Courses > Canadian Securities Course (CSC®)

About

The Canadian Securities Course (CSC®) is the foundational financial services credential required to perform transactions in securities, mutual funds and alternative funds in many financial services positions.

This course will help learners fulfill CIRO and provincial regulatory requirements for baseline securities licensing as well as mutual funds sales, alternative mutual funds products, managed futures funds, exempt securities and labour-sponsored investment funds.

Take the first step towards attaining your investment representative or registered representative license.

What skills will you develop?

Understand the Canadian financial services landscape
Gain knowledge about various financial instruments such as equities, managed products, structured products, derivatives and more
Accurately assess company, industry and market performance
Attain a deeper knowledge of industry standards and codes of ethics
Learn the skills, knowledge and tools to serve your clients better
Meet proficiency requirements to deal in Alternative Mutual Funds

Who should enrol?

Enrol if you’re:

Training to become a full-service investment advisor or an investment representative
Seeking your mutual funds license
Dealing in Alternative Mutual Funds for retail investors (as per the latest regulatory announcement)
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

What alumni have to say about the CSC®

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Conquer the Financial Services Landscape with the CSC®

CFSA: Preferred Credential for Personal Bankers

PFP® Approved Under FSRA Title Regulation

Explore Multiple Career Paths

Meet CE Requirements Quickly and Easily

Drive Effective Client Conversations

Explore Multiple Career Paths