Course Overview

This preparatory course is for those interested in seeking a license to work within the Canadian financial services industry. Your instructor will cover the body of knowledge required to write the two exams administrated by the Canadian Securities Institute (CSI) to achieve the Canadian Securities Course® certificate. It is an important requirement to become certified as a mutual fund representative, an investment advisor, officer or financial planner.

We welcome auditing student.*

* Provided there is space available on the first class, undecided students may join the first half of class to observe. Please contact us to schedule in advance.

  • Canadian Investment Instruments
  • Financial Statements
  • Financial and Listing of Securities
  • Fundamental & Technical Analysis
  • Mutual Funds
  • Canadian Taxation
  • Working with Clients

About the Course

Classes are held in a Classroom

Completion

  • Certificate of Completion
  • Tax Receipt Form for tuition fees for courses taken in the calendar year. To qualify, the fees must be more than $100 for the year.

Prerequisite

Intermediate level of English

About the Instructor

Our Instructor comes from a diverse Accounting and Economics background with rich knowledge in both areas. He has

Our Instructor is friendly, patient, and educated about the Canadian Securities courses.

Next Session:

June 17, 2017 |Toronto

Saturdays | 9:00 A.M. – 2:00 P.M. (12 weeks, 60 Hours)

star1star1star1star1 – Former Student

“The instructor was patient and helpful, but the course itself was rushed due to the curriculum being too big for the given time.”

star1star1star1star1star1 – Former Student

“I learned a lot from this class and I am very satisfied. The speed of the class pretty fast, but in a good way, I learned to focus very, very well during class.”

star1star1star1star1star1 – Former Student

“I would certainly take another course here at Skills for Change. Very happy with the instructor’s teaching method and knowledge. Thank you.”