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.

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.

Important Notice: Study notes have been revised for students who are writing the CSC exam updated for June 2016, please confirm if you are writing the June 2016 exam or the December 2017 exam prior to purchase. This information can be verified in your CSI account.

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.


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.