CSC (Canadian Securities & Investment) case studies
CSC · Put your knowledge to work in context.
The Canadian Securities Course (CSC®) is a licensing-oriented course offered by the Canadian Securities Institute (CSI), which the source identifies as part of Fitch Learning. CSI describes the course as "An AI-first learning experience designed for the evolving financial services industry" and invites learners to "Explore the career paths the CSC® can help you pursue." It sits within CSI's licensing course lineup alongside the Investment Funds in Canada (IFC) course, and CSI publishes a comparison page for the two so candidates can choose the right entry point. The CSC case studies are 5 cases and about 3,172 words.
1The Illiquid Exit Before Earnings
Okafor, 71, holds 180,000 shares of a TSX Venture-listed mining company in a margin account. The position is 38% of her 2.4 million portfolio, has an adjusted cost base of 1.10, and trades at 6.80.
696 words, about 3 min2The Commissioned Earner and the Coverage Gap
Lam are 39 and 37, with two children aged 6 and 3. Lam earns 150,000, of which 45,000 is commission; Mrs.
664 words, about 3 min3Pledging the Founder's Shares
Duval, 58, founded a logistics software company eight years ago. His net worth is 8.2 million: 5.1 million in the company's shares with an adjusted cost base of 400,000, 1.4 million in a diversified portfolio, 900,000 in a holding company, and a 1.8 million home with a 300,000 mortgage.
656 words, about 3 min4The Contractor, the Companion, and the POA
An 82-year-old widower, Mr. Petrov, visits a branch to withdraw 45,000 in cash.
582 words, about 3 min5The Merger Tip in a Managed Account
Chen, 47, has a 600,000 discretionary managed account with a balanced mandate that permits equities, bonds, and ETFs but not options or margin. She is a partner at a law firm retained by a public company.
574 words, about 3 min