Canadian Securities Course (CSC)

   What is the Canadian Securities Course?

The Canadian Securities Course (CSC) is the educational foundation for those seeking a career in the Financial Services industry.  Successfully passing the Canadian Securities Course qualifies you to apply for licensing as a mutual fund salesperson and is the first step towards being registered with the Investment Dealers Association to sell stocks, bonds and other securities.

   Who should enrol in the Canadian Securities Course?

According to the Canadian Securities Institute (CSI), the following individuals should enrol:

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

          Which organizations provide the course?       

CSI Global Education developed the Canadian Securities Course (CSC) and administers its examinations.  The Canadian Securities Institute (CSI) offers the course through distance learning and seminars in limited locations. 
CSI Global Education
Address: 200 Wellington Street West, 15th Floor, Toronto, ON M5V 3C7
Phone: 416-364-9130
Toll Free: 1-866-866-2601
Fax: 416-359-0486
Email: [email protected]
In cooperation with the Canadian Securities Institute, several community colleges or universities offer in-class courses to help students prepare for the CSC examinations.  Individuals must still register with the Canadian Securities Institute in order to obtain the course materials and write the certification exam.

              What do I need to do after completing the examinations?           

Once you have successfully completed the required examinations you are still required to apply and be registered with the Mutual Fund Dealers Association (MFDA), Investment Industry Regulatory Organisation of Canada (IIROC) or other body depending on the security.

   What is the difference between the CSC, CIFC and IFC?

The Canadian Securities Course (CSC) offered by CSI Global Education prepares you to sell mutual funds, stocks and bonds; whereas the Canadian Investment Funds Course (CIFC) offered by the IFSE Institute and the Investment Funds in Canada (IFC) offered by CSI Global Education prepare you to sell mutual funds only.

   Is there financial aid available?

Since the Canadian Securities Course (CSC) is a professional or industry program, financial aid is often not available.  However, certain employers subsidize in part or in full the cost of licensing for their employees.

   What are some other useful resources/links for this course?

CSI Global Education - Canadian Securities Course (CSC