CSC (AACN) case studies
CSC · Put your knowledge to work in context.
The Canadian Securities Course (CSC®) is a course and credential offered by the Canadian Securities Institute (CSI), which is now part of Fitch Learning, a global provider of professional education programs and credentials. CSI frames the CSC® around career paths in the Canadian securities industry and maintains separate pages for careers with the CSC®, licensing, and a comparison with the Investment Funds in Canada (IFC) course. CSI has also announced 'The New CSC® – Reimagined for the Future of Financial Services', described as an AI-first learning experience designed for the evolving financial services industry. CSI markets its training to post-secondary students, newcomers to Canada, and people building careers in financial services. The CSC case studies are 5 cases and about 4,084 words.
1The Block Trade on the Venture Exchange
A registered representative at a CIRO member firm receives an order from a client to buy 200,000 shares of a TSX Venture Exchange mining issuer at 0.85. The stock's average daily volume is 35,000 shares.
853 words, about 4 min2The 18-Month Money
A client has 75,000 from the sale of a rental property and needs the money in 18 months for a down payment. She is in a 40% marginal tax bracket, has 20,000 of TFSA room and 30,000 of RRSP room.
827 words, about 4 min3Valuing a Stable Dividend Payer
A Canadian regulated utility has EPS of 2.40 and pays an annual dividend of 1.44, a 60% payout ratio. Its return on equity is 11%, beta is 0.85, the risk-free rate is 3.5%, and the equity risk premium is 5.5%.
773 words, about 4 min4Retirement Income and a Concentrated Portfolio
A couple, aged 62 and 60, plan to retire in three years. They have 1.2 million invested: 700,000 in RRSPs, 300,000 in TFSAs, and 200,000 in a taxable account.
821 words, about 4 min5The Sudden Change in Instructions
A 79-year-old widow has a 600,000 non-registered portfolio that generates about 18,000 in dividends. She also receives a 45,000 annual pension plus OAS/GIS.
810 words, about 4 min