CSC (Canadian Securities & Investment) study guide
CSC · Work through your exam, one topic at a time.
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® is aimed at people entering or already working in Canadian retail brokerage and financial services, including post-secondary students and newcomers to Canada, both of which have dedicated CSI landing pages. CSI organizes its course catalogue into areas such as retail banking, financial planning and insurance, investment management and trading, and wealth management and private banking, and the CSC® is listed among CSI's top courses. The CSC study guide has 4 sections and about 1,828 words.
01Investment Management and Trading
This domain tests portfolio construction, risk and return measurement, security trading mechanics, and market efficiency. Candidates must connect client objectives to asset allocation, interpret performance statistics, and know how orders behave in Canadian markets.
445 words, about 2 min02Financial Planning and Insurance
This domain covers the financial planning process, registered savings vehicles, tax treatment and personal insurance. Questions test whether you can match a client's goal and time horizon to the right product and identify the tax and estate consequences.
474 words, about 2 min03Wealth Management & Private Banking
This domain tests advice for high-net-worth clients: integrated tax, estate and investment planning, discretionary management, private credit and alternative investments. The focus is on suitability, control and the different roles of a registered representative, portfolio manager and trustee.
473 words, about 2 min04Retail Banking
This domain covers deposit products, interest calculations, mortgage and credit fundamentals, and day-to-day account features. The exam tests whether you can compare products on effective cost or yield and explain consumer credit and mortgage rules accurately.
436 words, about 2 min