Portfolio management, mutual funds, ETFs, other securities, taxation, and client management
Description
This course covers the CSC2 Canadian Securities Course (CSI) Part 2. It explains the concepts in an easy to understand manner.
PART 2:
13. Fundamental and Technical Analysis
14. Company Analysis
15. Introduction to the Portfolio
16. The Portfolio Management Process
17. Mutual Funds: Structure and Regulation
18. Mutual Funds: Types and Feature
19. Exchange-Traded funds
20. Other Managed Products
21. Structured Products
22. Canadian Taxation
23. Fee-Based Accounts
24. Working with the Retail Client
25. Working with the Institutional Client
Check out our course on CSC part 1 on Udemy too!
What is the CSC Certification?
The CSC course is a requirement to work in the banking sector in Canada. Once you pass the exam, you are eligible to be registered as a Mutual Fund Representative in a bank. This course has two parts. You must pass Part 1 and Part 2. Then you can get registered with MFDA or IIROC as a mutual fund representative.
If you pass the CPH (Conduct Practices Handbook), then you can advise clients on how to invest their money by recommending suitable stocks, bond, mutual funds and many other investments. Some banks hire candidates without the CSC and you must pass it within 3-6 months. Others hire only qualified employees.
If you plan on only working in the retail bank in Canada, the IFIC exam is sufficient, you don’t need to do the CSC. But if you want more job opportunities in the future, the CSC is best.
Can I work from home after passing the IFIC or CSC exam and getting hired?
Yes, some companies are providing online client appointments for investment advice. So it is possible to work from home.
Can I work in the back office after completing the IFIC or CSC?
If you don’t like sales or want to work in mutual funds, stocks and investment processing back-office, it is possible, the pay rate is 17-25 dollars/hr. You will assist a licensed financial advisor and manage the administration of the office.
What’s the pay rate for client-facing jobs with a CSC certification?
In Canada, for a financial advisor, it could be around 25 to 30 dollars/hr. So on the low end, it could be 50K annually before taxes and deductions. On the high end, you may reach 100K with bonuses and performance incentives.
How do I enroll in the exam from a provider?
Visit the Canadian Securities Institute or IFSE websites for details. Both IFIC and IFC are equivalent in the banks. CSC is also equivalent in the banks, but it may lead to many other jobs in the bank & head office.
Why should I enroll in your exam preparation course?
The topics in each chapter are explained in an easy-to-understand manner. You will save time and effort by reviewing the videos. You can study at your own pace. The price for the videos is much cheaper than hiring a tutor or attending a seminar.
What is covered in the CSC Exam preparation course?
See the detail above.
See our course on CSC part 2 on Udemy also!
We also have training courses on LLQP, Microsoft, and Google products.
Disclaimer:
The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct, and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI). The Canadian Securities Institute (CSI) does not sponsor, license, or necessarily recommend these notes, videos, and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
Who this course is for:
- Enrolled in the CSC exam
- Day traders and investors
