CSI Canadian Securities Institute Courses

Canadian Securities Institute certifications : 1) Canadian Securities Course - Popularly called CSC this is a two part exam that covers wide range of financial topics starting with quantitative finance to advanced hedging topics. This is regarded most valuable certification and can be taken in two forms 1.1) CSC for licensed representatives 1.2) CSC for investors - This doesnt offer any license but can be used as a knowledge booster for individual investors looking forward to enter canadian stock market 2) Investment Funds in canada - IFC 3) Personal Financial Services Advice - PFSA 4) Wealth Management Essentials - WME 5) Derivatives Fundamental Course - DFC 6) Conduct and Practices As an aspiring financial candidate it becomes mandatory to have an overview of different career options available in financial sector particularly investment banking and related arena before choosing a financial certification. As a measure to bridge this gap learnersreference.com will be presenting interesting articles on different financial career options. Here is the simple chart from CSI that talks about much of these https://www.csi.ca/student/en_ca/careermap/index.xhtml Wealth Management Essentials WME certification from CSI : If you would like to learn more on wealth management in Canada WME certificaiton from CSI is the first step to start learning the steps to go ahead Canadian Securities Certification CSC From CSI : Most of the financial certifications including CFA, FRM have their base in USA and are world popular. Now canadian security certification is joining those list of popular financial certifications. If you wish to learn about investing in canadian securities and trade as a licensed personnel it is essential to clear Canadian Securities course CSC which is offered in two flavours 1) CSC for investors that dont offer license 2) CSC for licensed financial professional who are eligible to practice upon completion Both the courses are offered by consortium CSI Canadian Securities institute certification credentials : Canadian Securities Institute, CSI the premiere training and education provider at Canada is the pioneer in conducting financial certifications for canadian financial aspirants both current and prospective. Here are some popular certifications offered by CSI 1) Canadian Securities Course - Popularly called CSC this is a two part exam that covers wide range of financial topics starting with quantitative finance to advanced hedging topics. This is regarded most valuable certification and can be taken in two forms 1.1) CSC for licensed representatives 1.2) CSC for investors - This doesnt offer any license but can be used as a knowledge booster for individual investors looking forward to enter canadian stock market 2) Investment Funds in canada - IFC exam helps the financial professionals who act as mutual fund advisory, financial planners, discount brokers, investment representatives, to help their clients with investment advice providing details on what to choose based on clients objectives, risk taking capacity, time frame etc following professional ethics. As such this provides in depth risk-return relationship knowledge, mutual fund fee and performance that helps them create and manage client mutual fund portfolio with greater efficiency 3) Personal Financial Services Advice - PFSA - If you have completed CSC or IFC course from CSI and looking to progress your career as financial planner this is the way to go. 4) Wealth Management Essentials - WME 5) Derivatives Fundamental Course - DFC 6) Conduct and Practices Hand book Course - Popularly called CPH this is to be taken after completing CSC