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.
Course Overview
- 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:
May 7, 2022 (Online Class) |Toronto
Saturdays | 9:00 A.M. – 3:00 P.M. (10 weeks, 60 Hours)
– 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.” – 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.” – 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.”
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Course Overview
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