The Canadian Securities Course (CSC®) is a foundational program designed to provide a thorough understanding of Canada's financial services industry. This course equips learners with the essential knowledge and skills needed to pursue careers in banking and financial institutions, particularly as a Bank Customer Service Representative (CSR).
Throughout the 30-35 hours of structured learning, students will gain expertise in key financial topics, including fixed income securities, equities, derivatives, mutual funds, ETFs, taxation, financial planning, and portfolio management. The course also covers the regulatory environment and best practices for working with retail and institutional clients.
By completing this course, participants will be well-prepared to analyze investment products, assist clients in financial decision-making, and navigate the banking sector with confidence. The CSC® is a recognized stepping stone to securing a bank CSR job, providing a solid foundation for long-term career growth in Canada’s financial industry.
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The Canadian Marketplace
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The Canadian Securities Industry
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The Capital Market
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The Canadian Regulatory Environment
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The Canadian Economy
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Economic Principles
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Economic Policy
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Fixed Income Securities
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Fixed Income Securities: Features and Types
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Fixed Income Securities: Pricing and Trading
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Equities and Derivatives
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Equity Securities: Common and Preferred Shares
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Equity Securities: Transactions
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Derivatives
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Corporate Finance and Listings
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Corporations and Their Financial Statements
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Financing and Listing Securities
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Investment Analysis
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Fundamental and Technical Analysis
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Company Analysis
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Portfolio Analysis
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Introduction to the Portfolio Approach
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The Portfolio Management Process
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Mutual Funds
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Mutual Funds: Structure and Regulation
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Mutual Funds: Types and Features
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Exchange-Traded Funds and Other Investment Products
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Exchange-Traded Funds (ETFs)
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Other Managed Products
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Structured Products
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Taxation and Client Management
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Canadian Taxation
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Fee-Based Accounts
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Working with Retail Clients
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Institutional Clients & Final Review
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Working with Institutional Clients
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CSC2 Final Review
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Mr.Chen
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