Canadian Securities Course (CSC®) Part 2 Exam Preparation

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About Course

This course covers the CSC2 Canadian Securities Course (CSI) Part 2. It explains the concepts in an easy to understand manner.

In Canada, the CSC exam 1 & CSC 1 will give you the opportunity to work in a bank as a financial advisor. You can register to work as a licensed mutual fund representative. If you pass the CPH course, then you can also get licensed as an Investment Advisor.


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!


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.

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What Will You Learn?

  • Prepare for the Canadian Securities Course (CSC) Exam/Certification
  • Investments, stocks, bonds, mutual funds, portfolio management
  • Portfolio management
  • Financial statements, financial planning

Course Content

CSC Exam Preparation Part 2
Chapters 13 - 25.

  • Draft Lesson

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