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- Canadian Securities Course ® Preparation (Saturdays)
This preparation course is for those interested in seeking a license to work within the Canadian financial services industry.It's an important requirement to become certified as a mutual fund representative, an investment advisor, banking officer...
- Course Outline
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This preparation course is for those interested in seeking a license to work within the Canadian financial services industry. It is an important requirement to become certified as a mutual fund representative, an investment advisor, banking officer or financial planner. You 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.
The trademarks CSI, CSC and THE CANADIAN SECURITIES COURSE are owned by CSI Global Education Inc.
Course Outline:
• Canadian Investment Instruments
• Financial Statements
• Financial and Listing of Securities
• Fundamental & Technical Analysis
• Mutual Funds
• Canadian Taxation
• Working with Clients
Course Materials:
Course materials are required on your first day of class.
• You may obtain these course materials by signing up, online, for the CSI examination as a Skills for Change student. You must do this prior to the start of your class. The course materials will be sent to you.
• Or, you may purchase only the course materials directly from Skills for Change. After completing the course, you will still be required to sign up, online, for the CSI examination.
• Call 416-658-3101 ext. 216, prior to the start of your class, to find out more about these two options.
- Additional Details
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Pre-Requisites
Canadian Language Benchmark 7
Certificates offered
Participants receive a certificate of completion
- Cancellation Policy
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If you have enrolled in a class, but later decide to cancel:
a) You will receive an 80% refund if you cancel more than five business days before the start of the class. The refund will be by cheque or will be reversed to your credit card.
b) You will receive no refund if you cancel five business days or less before the start of the class . We do not provide refunds if you stop attending the classes, or do not attend any classes .
c) If you decide to participate in a later session of the same program within 12 months we will re-enroll you in the next available class at no extra charge.
CLASS CANCELLATION POLICY
Skills for Change strives to hold classes as scheduled, however if low enrollment or other circumstances beyond our control occur, SfC reserves the right to cancel or reschedule classes five business days prior to its commencement date. (We will assume no responsibility for non-refundable airline tickets or other expenses that may be incurred due to cancellation).
- Map & Reviews
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Skills For Change
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