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Securities
Securities materials will help students prepare for a variety of securities-related courses, leading to different registrations and designations.
The introductory course to the securities industry is the Canadian Securities Course (CSC)®. In order to become registered to sell securities, however, students must also successfully complete the Conduct and Practices Handbook Course (CPH)®. Within 30 months of becoming registered, Investment Advisors (IAs) are required to complete the Wealth Management Essentials (WME)® course. For those that wish to be registered to sell options, we offer the Derivatives Fundamentals Course (DFC)®.
Oliver’s preparation materials come in a variety of formats, to ensure an effective learning experience for all types of learners. Select the study aids that make the most sense for you.
| COURSE | PRICE | CART |
|---|---|---|
Canadian Securities Course (CSC)®
The CSC® course material provides a comprehensive overview of the Canadian securities marketplace and is recognized as the benchmark for the financial services industry. |
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The Derivatives Fundamentals Course (DFC)®
DFC® provides an introduction to forwards, futures, swaps, and options. This is also the first step required towards becoming options-licensed. |
$84.95 |
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Wealth Management Essentials (WME)®
WME® provides comprehensive and integrated investment advice. It is a holistic approach to wealth management that focuses on financial planning and investment strategies. |
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