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Friends & Family get 10% off the CSC®!
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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For all questions related to CIRO’s Proposed Proficiency Model, please visit CIRO’s webpage or email proficiency@ciro.ca.
“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
Friends & Family get 10% off the CSC® until Dec 31, 2024!
Access Discount“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
Home > Learning > Courses > Canadian Securities Course (CSC®) > CSC® Exam & Credits
Exam One Topics | Weightings |
---|---|
The Canadian Investment Marketplace | 15% |
The Economy | 13% |
Features and Types of Fixed-Income Securities | 12% |
Pricing and Trading of Fixed-Income Securities | 11% |
Common and Preferred Share | 13% |
Equity Transactions | 10% |
Derivatives | 10% |
Corporations and their Financial Statements | 8% |
Financing and Listing Securities | 8% |
Exam Two Topics | Weightings |
---|---|
Investment Analysis | 18% |
Portfolio Analysis | 18% |
Mutual Funds | 14% |
Exchange-Traded Funds | 10% |
Alternative Investments, Other Managed, and Structured Products | 16% |
Canadian Taxation | 6% |
Fee-Based Accounts and Working with the Retail Client | 8% |
Working with the Institutional Client | 10% |
Structure | Information |
---|---|
Exams | 2 |
Exam Format | Proctored (remote or in-person at a test centre) |
Exam Duration | 2 hours |
Question Format | Multiple Choice |
Questions Per Exam | 100 |
Attempts Allowed Per Exam | 3 |
Passing Grade | 60% (Per Exam) |
Assignments | None |
View CE credits for all CSI courses and all associations.
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 chart may be subject to change.