what products can you sell if you have canadian securities course

by Scot Raynor 10 min read

What can I do with the Canadian Securities Course?

Additionally, the Canadian Securities Course can lead towards certificates, including financial services advice, fixed income trading and sales, advanced mutual funds advice and others offered through CSI.

How do I become a licensed securities broker in Canada?

To become licensed, you’re required to meet educational, employment and work experience criteria. You will need to complete the Canadian Securities Course (CSC)as part of the requirement.

How long is the validity of the Canadian Securities Course?

The validity for the Canadian Securities Course is three years if you’ve never been approved with an IIROC member firm. If you have terminated your membership with an IIROC member firm, your licensing course is valid for three years from that date, provided you were registered in a category that required the course.

What role do Investment Dealers play in the Canadian Securities Industry?

In this chapter, we describe the interrelationships between the various participants in the Canadian securities industry. In particular, we discuss the important role that investment dealers and other financial intermediaries play in channelling funds between lenders and borrowers. Topics covered in this chapter are:

What is a CSC?

How long is the Canadian Securities Course valid?

What is a CSC credential?

How long is the CSC exam?

Who should enroll in CSC?

About this website

What can you do with Canadian securities course?

What Careers Does Taking the CSC Lead to?Mutual Funds and Alternative Mutual Funds Sales Representative.Financial Planner.Investment Representative.Investment Advisor.Bank or Trust Company Officer.

Is it worth doing Canadian Securities course?

The course itself is a large investment—in time and money. Taking the course online costs $985 for the two required multiple-choice exams and online textbook in lieu of the more expensive physical textbook and extra study aides. But some journalists say the course is a worthwhile investment.

What job can you get with CSC?

Canadian Securities Course jobsnew. Senior Bilingual Client Service Representative. ... Administrative Professional. Communications Security Establishment4.1. ... Registered Sales Assistant. Canadian Mortgages Inc. ... Administrative Assistant. Heart Wealth Management Group of Raymond James... ... new. ... Customer Service Officer. ... new. ... new.More items...

How long does it take to finish Canadian Securities course?

between 135-200 hoursOn the CSI website, you'll see that it estimates that it will take you between 135-200 hours of study time depending on your background and level of comprehension. That is definitely accurate.

Can I sell mutual funds with CSC?

There are many exciting career opportunities for those with a CSC credential: Mutual Funds and Alternative Mutual Funds Sales Representative. Investment Representative/Advisor. Financial Planner.

How much does a CSC cost?

Complete Course & Certification Exams ListSecuritiesPrice(Cdn$)Canadian Securities Course (CSC®)Online, interactive version with online textbook (PDF)$1200.00Online, interactive version with hard-copy textbook$1300.00Canadian Securities Course (CSC®) Value Pack Combo$1600.0093 more rows

Is CSC good for a job?

Good Company with poor management and job insequerity I have been working with so many companies from last 7-8 years. CSC is good where you can enhance your management skill, team leading and people skills, but CSC is the only company where you can not work independently.

Who needs CSC?

The Canadian Securities Course (CSC) is the first requirement for becoming a registered investment representative in Canada, which applies to some corporate finance careers. Passing the CSC requires writing two exams (part 1 and part 2) that must be completed within 365 days of registering for the course.

Which course is better IFIC or CSC?

The CSC is designed for those looking to become a full-service investment advisor whereas the CIFC is for those who want to be able to provide advice on mutual funds.

Does CSC Certificate expire?

The CSC provides two types of Certification of Eligibility (COE)—the COE printed on CSC letterhead and a regular COE printed on a security paper. The COE printed on CSC letterhead is issued free of charge with a two-year validity.

What happens if you fail CSC?

A fee will apply. If you failed your exam and want to request an exam re-evaluation, please send an Exam Re-evaluation Request Form within four weeks of the notification of your failure to CSI Customer Support. Click to download an Exam Re-evaluation Request Form.

Is the CSC exam open book?

All exams are in closed book format with the exception of: 523/533 – Taxation of Estates and Trust. 534 – Taxation in a Global Economy.

What topics does the Canadian Securities Course cover?

The course is divided into two parts, which are outlined in more detail below.

What career paths require the Canadian Securities Course (CSC)?

The Canadian Securities Course is actually not a requirement for most jobs in corporate finance. The main careers that require it are those of portfolio managers Portfolio Management Career Profile Portfolio management is managing investments and assets for clients, which include pension funds, banks, hedge funds, family offices.

Finance and accounting courses

If you are planning to take the Canadian Securities Course it may be a good idea to brush up on several topics with free CFI courses. Courses that would be relevant include:

Additional resources

Thank you for reading this guide to the Canadian Securities Course and learning about its curriculum, reasons to take it, and why it’s required for licensing. To keep learning and advancing your career in corporate finance, CFI highly recommends these additional resources:

What is a CSC?

What is the CSC Credential? Canadian Securities Course or CSC is the foundational financial services credential you need if you want to perform securities, mutual fund and alternative funds transactions. A CSC credential helps you make sense of the complex financial world and enables you to stand out in today’s competitive landscape. ...

How long is the Canadian Securities Course valid?

The validity for the Canadian Securities Course is three years if you’ve never been approved with an IIROC member firm. If you have terminated your membership with an IIROC member firm, your licensing course is valid for three years from that date, provided you were registered in a category that required the course.

What is a CSC credential?

A CSC credential helps you make sense of the complex financial world and enables you to stand out in today’s competitive landscape. An industry benchmark, the CSC credential gives you the knowledge to become a confident advisor and build a solid foundation for your career.

How long is the CSC exam?

The CSC is split into two exams: Volume 1 and Volume 2. Each exam is two-hours long and consists of 100 multiple-choice questions with no negative marking for a wrong answer. The passing grade is 60%, and you’re allowed a maximum of three attempts per exam. You must complete the exam within one year of registration.

Who should enroll in CSC?

Who should enroll in the CSC? CSC is for you if you seek a career in the financial services industry or are already employed in the industry. With a CSC credential, you will be able to expand the services you offer to your clients as a finance professional and gain a broader understanding of the capital markets.

How Long It Took Me to Pass the Canadian Securities Course

From cracking open Volume 1 of the CSC coursebook to passing the Volume 2 exam, it took me 3 months to complete. Would I suggest this as a reasonable timeframe for doing the Canadian Securities Course? Absolutely not! My heart starts to race just thinking of the stress and pressure I put on myself to do it so quickly.

What Sections You Should Focus On When Studying the CSC

The course gives you the break down of the exams, and they are pretty on-point for what you should focus on.

What the Exam Is Like During Covid

I never thought I would take an in-person exam during a pandemic, but now I can say I’ve done two! I thought it was weird that the Canadian Securities Institute didn’t offer the CSC exams online using a virtual proctor.

Why You May Want to Take the Canadian Securities Course

I want to end this post off with explaining why you may want to take the Canadian Securities Course. Initially, my goal was simply to pass the CSC and move on with my life. And somehow only a few days after passing, I enrolled in yet another course with the intention of now completing the CFP exam in a few years.

Final Thoughts

One thing I found helpful was going on forums like Reddit to see what other people’s experiences were like. Well, sometimes I found people’s responses helpful. What I didn’t find helpful was anyone saying that the exam was easy or it’s a beginner course.

What is CSC exam?

The CSC exam is a two-part course offered by the Canadian Securities Institute (CSI) that allows an individual to become a qualified mutual fund representative. Fruition of the Canadian Securities Course (CSC) is likewise one of the main fundamental strides in seeking after a vocation that includes protections exchanging and speculation guidance to customers.

What is the Canadian Securities Course?

The Canadian Securities Course is a test directed by the Canadian Securities Institute (CSI) for people keen on exchanging protections or giving speculation exhortation. It comprises of two various decision tests that should be finished inside the time of enlistment. Test takers must score 60% or higher to pass the test.

What is a PGWPP?

The Post Graduate Work Permit Program (PGWPP) allows international students who have completed an educational degree from a participating Canadian post-secondary institution to be able to work after study in Canada. International students who gain skilled Canadian work experience may also qualify to apply for Permanent Residence (PR) through Canadian experience class.

What is CSI Global Solutions?

The non-profit CSI transitioned to a for-profit company , known as CSI Global Solutions, in 2003. In 2010, Moody's Corporation acquired the CSI for C $ 155 million. It presently works as a different organization inside Moody's Analytics. The Investment Industry Regulatory Organization of Canada (IIROC) and the Securities Administrators of Canada (CSA) endorse the CSI. The CSI headquarters are in Toronto and Montreal.

How many hours does it take to take the Canadian Securities Course?

The Canadian Securities Course is frequently the initial step for some individuals in Canada hoping to seek after a profession that includes protections exchanging and venture counsel. The CSC includes two exams, commonly alluded to as Volume 1 and Volume 2. Each exam includes 100 multiple-choice questions that must be completed in two hours. According to estimates, the exam requires 150-200 hours of preparation time. Registrants must complete the exam within one year of enrollment.

What is a CSC in Canada?

The Canadian Securities Course (CSC) is a useful course to get a job in Canada, particularly if you want to enter the financial services industry. The CSC is a licensing requirement to become an Investment Advisor; however, it’s a good course to have on your resume for just about any job in Canada’s financial services industry.

What is the IFIC exam?

IFIC exam is great for working in a Canadian bank. You will get the mutual fund representative registration possible after passing the exam. You can rise up to bank manager or other roles in mutual fund management. The CSC is a 2 part exam where you learn about all the financial products in Canada.

What is the difference between CSC and CFA?

One of the biggest differences between the CSC and CFA was really the depth of content coverage. Whereas the CSC may have 5 pages on something like monetary policy, CFA will have an entire module of 100 pages.

Does the CSC cover corporate finance?

The CSC doesn't cover corporate finance for example and the CFA goes way deeper into ethics as well. One of the biggest differences between the CSC and CFA was really the. Continue Reading. The body of knowledge for CFA L1 and the CSC is comparable. Of the 10 CFA domains, the CSC has topic coverage across all of them.

What is a CSC?

What is the CSC Credential? Canadian Securities Course or CSC is the foundational financial services credential you need if you want to perform securities, mutual fund and alternative funds transactions. A CSC credential helps you make sense of the complex financial world and enables you to stand out in today’s competitive landscape. ...

How long is the Canadian Securities Course valid?

The validity for the Canadian Securities Course is three years if you’ve never been approved with an IIROC member firm. If you have terminated your membership with an IIROC member firm, your licensing course is valid for three years from that date, provided you were registered in a category that required the course.

What is a CSC credential?

A CSC credential helps you make sense of the complex financial world and enables you to stand out in today’s competitive landscape. An industry benchmark, the CSC credential gives you the knowledge to become a confident advisor and build a solid foundation for your career.

How long is the CSC exam?

The CSC is split into two exams: Volume 1 and Volume 2. Each exam is two-hours long and consists of 100 multiple-choice questions with no negative marking for a wrong answer. The passing grade is 60%, and you’re allowed a maximum of three attempts per exam. You must complete the exam within one year of registration.

Who should enroll in CSC?

Who should enroll in the CSC? CSC is for you if you seek a career in the financial services industry or are already employed in the industry. With a CSC credential, you will be able to expand the services you offer to your clients as a finance professional and gain a broader understanding of the capital markets.

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What Career Paths Require The Canadian Securities Course (CSC)?

  • The Canadian Securities Course is actually not a requirement for most jobs in corporate finance. The main careers that require it are those of portfolio managers and sales & tradingprofessionals. The majority of job paths on our Career Mapdon’t require registration with the CSC, as they don’t involve the direct buying or selling of securities. You ...
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Finance and Accounting Courses

  • If you are planning to take the Canadian Securities Course it may be a good idea to brush up on several topics with free CFI courses. Courses that would be relevant include: 1. Accounting 2. Financial Math 3. Fixed Income Topics NOT COVERED in the CSCbut that are very relevant to careers in corporate finance include: 1. Financial Modeling 2. Advanced Finance Topics 3. Excel
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Additional Resources

  • Thank you for reading this guide to the Canadian Securities Course and learning about its curriculum, reasons to take it, and why it’s required for licensing. To keep learning and advancing your career in corporate finance, CFI highly recommends these additional resources: 1. Financial analyst guide 2. Analysis of financial statements 3. Valuation methods 4. Financial modeling be…
See more on corporatefinanceinstitute.com