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)®

CSC® provides a comprehensive overview of the Canadian securities market place, and is recognized as the benchmark for the financial services industry.

$175

Conduct and Practices Handbook Course (CPH)®

Study notes in-print and online mock exam.

CPH® outlines the rules and regulations that all Registered Representatives in Canada are required to know and abide by.

$129.95

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

Wealth Management Essentials (WME)®

We are currently updating our WME Exam Prep and Case studies. Please check back for the updated material.

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