What’s a Canadian Securities Course & Trade?

Print anything with Printful



The Canadian Securities Course is a program that qualifies individuals to become mutual fund representatives in Canada, except for Quebec. It consists of two exams covering the Canadian securities and financial services industry, and requires 135-200 hours of study. Students can choose between paper-based or computer-based exams and have one year to complete them. The course fee includes one attempt on each exam, with the option to retake them for an additional fee.

The Canadian Securities Course refers to a program of study that qualifies students to become mutual fund representatives in Canadian provinces and territories, with the exception of Quebec. The Canadian Securities Institute (CSI) offers the syllabus, which consists of two exams, each containing 100 multiple-choice questions that must be answered within two hours. Individuals looking to pursue a career in the Canadian securities and financial services industry often begin by taking the Canadian Securities Course. Some investors also take the Canadian Securities Course to learn more about portfolio management.

To complete the Canadian Securities Course, a student must pass two exams. Students can take paper-based exams or computer-based exams. Each exam consists of 100 multiple-choice questions, at least 60 of which must be answered correctly. Once enrolled, a student can take the exam at an exam center within one year. The exact date of the exams depends on the student and the timetable of the exam center you choose.

The study material covers the Canadian securities and financial services industry, including applicable laws and regulations. Students must be able to read financial statements and understand various financial instruments. They learn to analyze companies, sectors and markets to predict how they will affect investment performance. They also learn to set investment goals and allocate investment resources to achieve those goals. The course material also covers acceptable industry practices and ethical standards.

CSI estimates the material will require between 135 and 200 hours to study. The CSI provides several study tools to help students learn the material to be tested on the exam, and students can choose to get an online textbook or a print textbook. Additionally, they can also get online study tools for an extra cost.

The online learning system allows the student to track his or her progress against the learning goals and objectives. It has interactive features, tests at the end of study chapters, course updates and a calendar that the student can customize. Academic support staff attend online discussion forums to help students learn. Students can also download six audio podcasts, each approximately 10-15 minutes long, which explain basic concepts and terminology and summarize the study material.

The fee for the Canadian Securities Course includes one attempt on each of the two exams. If a student fails both exams within one year, you can pay a fee to extend the enrollment period. If a student fails an exam, she can retake it two more times for an additional fee.

Smart Asset.




Protect your devices with Threat Protection by NordVPN


Skip to content