Canadian Securities Course (CSC®) (Online)

  • Formats:

    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:April 25, 2024 - July 11, 2024

Schedule: Webinars are held Thursdays from 5:30 to 8:30 pm PST

Overview – What is the Canadian Securities Course?

The 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

Instructors

Subject to change without notice

Neal Garcha

Neal is a professional and dynamic individual with an extensive business background, including being part of a high-performing investment advisory team at Canada’s largest financial institution, as well as working in the insurance and real estate industries. He obtained his Bachelor of Business Administration degree from the British Columbia Institute of Technology and has received designations from the UBC Sauder School of Business, Kwantlen Polytechnic University, the Canadian Securities Institute, the Insurance Council of British Columbia, and Toastmasters International. He is passionate about teaching and sharing his knowledge with others.

 

 

Obada Al-Dimashki

Obada Al-DimashkiObada Al-Dimashki is an engaging and interpersonal business professor with extensive experience teaching at various post-secondary institutions across Canada. His teaching has covered several business topics including international business, finance, supply chain and management. Along with his teaching, His industry experience includes international supply chain management at a major industrial group and he has served as a reserve Combat Logistics Officer with the Canadian Armed Forces.

Jason Wong

Jason WongJason Wong has extensive knowledge in the wealth management industry and has been practising financial planning since 2001. Jason started his career through the financial advisory channel in one of the major banks. He then moved on to the independent channel to assist his individual and business clients in achieving their financial goals through comprehensive financial planning. Jason is also a consultant supporting financial advisers in providing wealth management solutions to their clients. Jason holds several industry accreditations: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Financial Management Advisor (FMA) and Derivative Market Specialist (DMS). He holds a Master of Business Administration from the University of Manchester, one of the top global business schools according to the Financial Times Global MBA rankings.

Required Materials

This course is offered in partnership with the Canadian Securities Institute (CSI). Therefore, you will be required to register with the CSI and purchase the material below (Ashton College students receive a 10% discount on CSI course materials, separate link will be provided).

  • Canadian Securities Course – Completion online program

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

Get the Best of Both Worlds: Live and Asynchronous Learning at Ashton College

Ashton College understands that everyone learns differently, which is why we offer a unique blended learning approach for our live online courses. This approach combines the real-time interaction and immediate feedback of live sessions with the flexibility and self-paced learning of asynchronous materials.

Experience the benefits of both worlds:

Live Online Sessions:

Interact with instructors and classmates in real-time using interactive sessions, breakout rooms, and screen sharing.

Get instant feedback and ask questions for a deeper understanding.

Asynchronous Learning:

Learn at your own pace with recorded lectures, online readings, and discussion forums.

Review materials as needed and revisit difficult concepts for better comprehension.

We encourage you to participate in both components to maximize your learning experience:

Enjoy the interactivity and community of live sessions.

Benefit from the flexibility of studying at your own pace.

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 Branch (PTIB) of the Ministry of Post-Secondary Education and Future Skills. As such, PTIB did not review the program/course.

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