Canadian Securities Course

Canadian Securities Course

  • Format:

    Online

     

  • Duration:

    36 hours

  • CSC Fees:

    $649  (Note: CSI registration and materials not included. Students will receive a link to register and buy materials at a 10% discount.)   

 

Register Today

Start Date

Online

Part-Time:September 25, 2025 - December 11, 2025

Schedule: Webinars are held Thursdays from 6:00 to 9:00 pm PT

Online Flexible Learning Options:

Ashton College offers two online learning options to suit your schedule:

  • Synchronous
    Students access learning through live online classes; or
  • Asynchronous
    Students access learning through recorded online classes.

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Overview – What is the Canadian Securities Course (CSC)?

Canadian Securities Course CSC at Ashton College is the perfect preparation for writing the CSC exam and attaining your CSC designation. The Canadian Securities Course is the industry standard for those entering the financial services and it is used by serious investors across Canada. Passing the CSC exam sets you up for a fulfilling career within the financial sector.

The financial services industry is changing in Canada, creating new opportunities for professionals with the right education and skills. If you are just starting out in the financial services industry, the Canadian Securities Course will give you the knowledge and skills that employers demand. For those currently working in the industry, the CSC will enhance existing skills and help you excel in your career and provide the best service to clients.

Ashton College's Partnership with CSI

The Canadian Securities Course CSC at Ashton College is offered in partnership with the Canadian Securities Institute (CSI). Students will receive a 10% discount on CSI registration and textbooks. Successful completion of the CSC prepares students to write the CSC Exams through the Canadian Securities Institute (CSI) and then apply for a mutual fund licence. It is the first step toward attaining a licence for trading stocks and bonds, and it allows students to proceed with the Canadian Investment Manager or Financial Management Adviser designation streams. Ashton College students will receive a link to order their materials at a 10% discount. 

 

Who should enrol in the Canadian Securities Course?

Employers require the CSC designation in the financial services industry. 

  • Licensed mutual fund representative 
  • Full-service investment adviser or discount brokerage investment representative 
  • Bank and trust officer, financial planner, or mutual fund representative 
  • Portfolio management, as an adviser or as a personal investor 
  • Seeking your mutual funds licence
  • Dealing in Alternative Mutual Funds for retail investors
  • A bank or trust company officer
  • A financial planner
  • An active investor who wants to learn how to manage your portfolio
  • Seeking a position in the Canadian financial services industry

Topics Covered/Learning Objectives

  • Define the Canadian financial service landscape
  • Identify various financial instruments such as equities, managed products, structured products, derivatives and more
  • Assess company, industry, and market performance
  • Provide an understanding of the industry standards and code of ethics
  • Apply the skills, knowledge, and tools to serve clients in the workforce
  • Show by example the required proficiency requirements for Alternative Mutual Funds

Admission Requirements

None

CSC Course Syllabus

Chapter 1 - The Canadian Securities Industry
Chapter 2 - The Capital Market
Chapter 3 - The Canadian Regulatory Environment
Chapter 4 - Overview of Economics
Chapter 5 - Economic Policy
Chapter 6 - Fixed-Income Securities: Features & Types
Chapter 7 - Fixed-Income Securities: Pricing & Trading
Chapter 8 - Equity Securities: Common & Preferred Shares
Chapter 9 - Equity Securities: Equity Transactions
Chapter 10 - Derivatives
Chapter 11 - Corporation & Their Financial Statements
Chapter 12 - Financing & Listing Securities
Chapter 13 - Fundamental & Technical Analysis
Chapter 14 - Company Analysis
Chapter 15 - Introduction to the Portfolio Approach
Chapter 16 - The Portfolio Management Process
Chapter 17 – Mutual Funds: Structure and Regulation
Chapter 18 – Mutual Funds: Types and Features
Chapter 19 – Exchange-Traded Funds
Chapter 20 – Alternative Investments: Benefits, Risks, and Structure
Chapter 21 – Alternative Investments: Strategies and Performance
Chapter 22 – Other Managed Products
Chapter 23 – Structured Products
Chapter 24 – Canadian Taxation
Chapter 25 – Fee-Based Accounts
Chapter 26 – Working with the Retail Client
Chapter 27 – Working with the Institutional Client

Fees

The registration fee for this course is $649.

Note: CSI registration and materials are not included. Ashton College students will receive a link to order their materials at a 10% discount.

Technical Requirements

Computer System: Fully functional computer with webcam, speakers, and microphone (headset recommended).

Internet Connection: Reliable high-speed internet connection.

Device: While accessible on smartphones and tablets, we recommend using a laptop or desktop computer for a better learning experience.

This program/course does not require approval by the Private Training Institutions Regulatory Unit (PTIRU) of the British Columbia Ministry of Post-Secondary Education and Future Skills. As such, PTIRU did not review the program/course.

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