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Nov 14, 2013 Canadian Securities Course(CSC) & Conduct & Practices Handbook(CPH) Hi, Im 23 with a high school education and working at a dead end job as a. Conduct And Practices Handbook Course Cph Pdf Reader. Castles and crusades free conduct and practices handbook course pdf d&d 4e handbook pdf. Teaching an online or a hybrid course. This handbook is available as a PDF docu-ment requiring a PDF reader. Best Practice.
Who knew that saying, “I read a lot of books and periodicals about financial stuff seriously, here’s an Instagram shot of my bookshelf,” wouldn’t be enough to establish my bonafides in the eyes of certain readers?Apparently I need a little more gravitas, and as we all know, the best way to prove your brain is really good at thinking is to add as many letters behind your name as possible. I’ve already got a bunch of letters from ivory towers (and working on three more that will come with my Masters of Education degree), but that doesn’t really do a whole lot for convincing you guys that I know what I’m talking about when it comes to stuff like, mutual funds, stock valuations, or pretty much anything else that might be relevant to most people.
Consequently, I’m thinking about trying on the Canadian Securities Course (CSC) for size. In other words (and again, this is only from what I could grasp online today – they don’t make it easy to understand btw!) as of right now it is actually against the law for me to answer an email and say, “I think this specific security is right for your portfolio.”Passing the CSC and then possibly one or two other short courses that depend on my province of residence would allow me to answer this question BUT NOT trade on their behalf or anything like that. It also isn’t nearly as prestigious as the CFP and/or CFA designations, but I’m not looking to challenge MBA students for jobs at Investors Group here, so I think this course might actually fit my goals.Related: Why Would I Take the CSC if I’m Not in the Financial Services Industry?If you’re asking yourself, “Why does this guy want to burn another $1,000 on the altar of more letters behind his name?” then you certainly wouldn’t be the only one. Beyond giving our blogs a little bit of a credibility – something I thought might do – the CSC might be a nice feather in my cap going forward for a few reasons.First and foremost, it’s never a bad thing to get smarter – especially when you’re writing a blog where you purport to try and help other people.
The course might be a cool way to come up with some post ideas I hadn’t thought of before.It would also serve as a nice tool to help me on my quest for a personal finance curriculum in Manitoba – and possibly across the prairie provinces. Having someone that could credibly say they understand the investing world and that can speak both of the incredibly ridiculous and weird sets of terminology associated with finance and education, should be a real asset. More and more I’m coming around to the idea that this might be my real calling the world of education or it might be writing books about beer consumption, I could go either way.Related:Finally, it might also help me if I decide to do some small-scale investment advice on the side. There is more than just the CSC before you can recommend securities. I work in securities policy – I would make sure you have checked out all requirements before giving any specific recommendations because you could be liable if it was “unsuitable” and there are license requirements that you may be offside of. The Ontario Securities Commission governs indiviudals that advise or trade in securities.
There are lots of rules about what you need to know about the person asking about a security and paper work before you can recommend something. You may need to be registered with the OSC or IIROC.Even if you dont want to recommend securities – I have heard it is a very useful course for personal knowledge. I’ve had this inner debate now for the last 8 years or so. I am interested not really to improve myself, but rather to understand how the industry really operates. That said, spending the time in the markets winning and losing with my own money has taught me some valuable lessons. In the end if the chance arises, and I have some spare time, I’d take it, but honestly I’ve learned that I do better investment wise when I focus on what’s important to me, researching and understanding what I am buying or selling 9selling is almost as if not more important than buying) and my goals than clog it up with other noise I know someone who has the books (for Ontario), but I have not had a chance to drop by and borrow them, as it has not really been a priority for me. Besides, I’m in a better financial position than her, and that suggests to me the information may not be as valuable for me as I believe it might- Cheers.
Hey Robb,Thanks for dropping! The idea behind the securities course certainly has a lot to do with claiming a certain level of authority, and just my basic ego if I’m being brutally honest with everyone.It isn’t offside to provide a financial plan (or call yourself “a financial planner) without a CFP designation, but I would like to be able to answer when someone says, “This is my situation, what do you think about these two ETFs to give me exposure to X”. The comparison between mutual funds, index funds, ETFs, and individual stocks (as well as other asset classes) is good, and fun to blog about, but wouldn’t it be nice to be able to recommend a specific product to someone?.
My personal thought, if I was a blooger, I would not want to personally recommend anything, but rather suggest looking at X based on someone’s situation. Better yet suggest looking into a couple of options, say a mutual fund or 2, a mitt full of ETF’s or even specific sector stocks and provide reasoning. Empower your readers to make their OWN decision, but with your input to narrow their search. If it is a career you are looking for then by all means get the necessary letters, but remember teaching is your primary gig -Cheers. Taking and passing the CSC DOES NOT allow you to provide advice to clients or the general public.
The CSC is the technical proficiency side of getting licensed.2. You also need to complete the CPH Conduct & Practices Handbook course in order to learn the rules & regulations side and attain a provincial securities license.3.
The CSC is NOT a designation. It’s a course. I know – I’ve done many of them. Designations are CFP, CFA, CIM, CSWP, CLU, etc.4. The actual content inside the CSC that consists of financial planning is very rudimentary.5. The CSC by itself will you to sell mutual funds through a registered dealer. Note that I said sell.6.
The CSC+CPH will allow you to sell and advise on mutual funds, stocks & bond through a registered dealer.7. The CSC+CPH + Provincial life insurance license will allow you to sell and advise on mutual funds, stocks, bonds, life insurance (term, perm, univ), annuities, segregated funds.8. CSC+IMT+PMT = CIM.
CIM = a tiny fraction of CFA level 1. IMT is at least an interesting exam and you get to apply your knowledge.
PMT is boring – it’s pure content regurgitation from the textbook and is more a memory test.CSC will give you a comprehensive grounding in the fundamentals. However, that’s what it is – fundamentals. There is no investment portfolio structuring or strategies, no real asset analysis, no financial statement analysis outside of the basic ratios (no discussion on DuPont or anything).
I would recommend PFPC or WME+finplan supplement for fundamental financial planning knowledge.My advice? If you have a good teaching career, decent salary, benefits and a DB pension then stick to it and don’t join the financial world.
My job is high stress, clients that expect miracles when they focus their money on their iPhone rather than their iRetire and the pay doesn’t compensate for the long hours and employer pressure for constant results. In my job, you can have the best client relationships and still be litigated by some guy that figures his stupid decisions that you advised him not to do were somehow your fault. There is no room for error in what I do – it’s not for everyone. Thanks a lot for the input FG! This really clears up several things.
I was aware of most of it, but the detailed breakdown of what courses/designations allow you to do what is quite useful! Perhaps I’ll do a post summarizing this information a little.I don’t think I’ll jump over to the financial world any time soon. I was more considering taking the courses just to gain a little street cred on the site here and so that I could help people out with a little more authority that could be measured. It might also help me in my quest to be taken seriously as a guy that could potentially help put together some financial literacy stuff within the world of education.If it’s ok with you, can I steal the line about focusing money on iPhone as opposed iRetire? Awesome.The litigation angle is something I had not thought about and is alarming. I’ll continue to be right up front warning people that I’m not qualified on certain things to avoid this!.
Hi Kyle,Not sure when this article was published but here is some info:-1) to write the exam itself u need to pay $1000, you can choose whether u need pdf books and notes or hard copy of books and you pay extra.2) if you just want the book, there are free pdf copies available on csi’s website, just google csc course pdf books.3) if you are a student who wants to write the exam, your CSC prof can get you 10% discount on the fee.4) you can choose to write the exam online by paying extra.5) the dates for the exams are very tough to get so i would suggest to plan ahead.I hope that helps!-Sarah. Hi!I was looking up pinterest and found your post. It’s great!I’m doing my CSC right now.To have your certificate, there is 2 volume. (So 2 very hard exam Just saying!)While you do your CSC, some recommend you do your code of practice cours after. It’s the CFP code of deontologie kinda thing.When you do your CSC volume 1, you can do transaction that people ask you to do, but can’t guide them on what to buy and how to invest.Volume 2, you can fully help someone.If you do an average of 80% on both of your exam, you get a red honor seal.Kinda cool, but let just say that I don’t think it happens often.
Did 74% on volume one and I studied like crazy!And to have your certificat, yes you need to pay the lovely 1000$!FYI, I don’t know if you’ve done it yet or not, but in New Brunswick, took us 3 weeks of notice so they can place a date and time to do our first volume. I did it with my class at my community college. We are all studying financial plannig so, maybe by having a bigger class, you get your exam sooner because they know the exam will not just be for 2 or 3 person?And I saw in the earlier comment that some people where still in college and thinking of doing their CSC. I’m studying financial planning (my goal is to get my CFP and become a Financial Planner). It’s very doable to go to college (i’m at CCNB-Dieppe, french class with english book, just saying that to say that it’s even more difficult for the one that where in my class that don’t understand perfectly english it quite the challenge for some of them) and add CSC to the mix.
Let just say, having an agenda and plan when to study helps a lot!Hope you get your CSC certification. I find it very rewarding. 🙂Myriame,The mother of a 3yo who did her retirement planning courses last december, her CSC volume 1 last march and right now doing her CSC volume 2 and LLQP trough CSI, both exam at the end of April/ beginning of May. I’m a Grade 12 student about to finish high school early.
I’m moving out to play soccer for a semi-pro soccer team, but will have ample free time. I’m going into commerce at Queen’s University in the fall and definitely want to get into high finance, hopefully something like investment banking after university. Do you think I could pull off the CSC in 4 months? Would I be too young and/or uneducated, or would someone with a high school education and a strong interest in finance be able to pull off a good grade?. Hi all there,I think I might be able to answer some of the questions here.First would like to say sorry about my English, it is my second language. There might be a lot of grammar errors.
Lol.I went through all this situation and questions myself before.I’m just expressing my opinions, it’s personal experiences and it might not be correct.Just to introduce myself, I have a B.Com (Hon) in Finance, I passed my June CFA Level 2 this year, got the CFP designation this year, passed the CSC, IFIC, LLQP, currently taking the RRC and planning to take the FRM once I done my CFA Level 3 exam in 2016. (FYI beside the IFIC is funded by the bank I work for, I paid for all other courses myself) am Planning to take the WME and CPH too only if my employer willing to pay for it. I’m not smart, I’m just hard working. A lot of time I feel like I’m a cheap slave.For those who planning to take the CSC, you mush know the certificate only last for 3 years. If you don’t use it within 3 years it will expire. Unfortunately, mine did expired and I have to take the WME in order to be IIROC license.CSC ($1000) is for IIROC and MFDA licenseIFIC ($375) is only for MFDA license(if you not planning to become IIROC license in the future you don’t need the CSC)Most of bank will pay for the course if it is required by your position.IFIC is a lot cheaper and is also a lot easier.
It’ll expire in 3 years too if you don’t use it. (Use it I mean register as a license sale rep)For those who think the certificate will help you to secure a job in the bank, you might have to reconsider.
First, I think the same way by taking the course will help me to get into the banking world. Unfortunately, it didn’t. Maybe I’m just the unlucky one.Reality check!!! You need to know someone to get in.My recommendation, don’t waste your money.
Spending $1000 to make your CV look good? You might have to rethink that. The most important thing is your experience. Yes CSC is a PLUS (and ya so the bank don’t need to pay for it) but if you don’t have experience, no matter how many certificates you have. It’s NOTHING!!!!Nowadays, most banks like to hire salesperson because the only thing you do in the bank is sell, sell, sell. You sell their accounts, you sell their credit cards, your sell their mortgage/ credit products, you sell their investment products. (FYI that not what I expect before I get into that world) Now they started to ask the front teller to sell @@If that is what you want to do then get a sale job and learn how to sale.
Also know your banker and build a relationship with them. It will be way easier to get in if you know someone inside.The bank will train you on what you need to know after you get hired and they will pay for whatever certificate you need if it require by your position. (You don’t need to know a lot of finance to be a banker, you just need to be good in sale.
My coworker from futureshop knows ZERO about mortgage, ZERO about investment, ZERO about insurance when he started. With the same position in the bank, we get pay the same.
So do you still think those certificates help?? ) as I said they will train you what you need to know.as “finance guy” mention above, working in banking/investment field is a high stress, long hours and constant pressure for results from the bosses that exactly what it is if you want to be on the top.
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(I double, if not triple or quadruple my targets and they still expect more. Beside that I don’t feel they value me as a valuable employee) As I said that my personal experience or maybe it is just the bank I work for. (Yes, I’m looking for a different job)For Kyle the 12 garder,CSC is not for investment banking, although it is good basic finance course to start with but for $1000 it’s your choice. CFA is the one you aim for to get into investment banking world but you need a degree before you can register for the level 1 exam. (2015 Level 1 worldwide pass rate is only 42%) Also, in the investment banking world, you can be on the sale side or the analysis side. Analysis side is where I’m working hard to get into.FYI, if you search “finance analyst” jobs online, you will see a lot of them require accounting designation (i.e CA, CGA, CMA which they all call CPA now) @@ after I graduated from finance and start looking for job that what I realized, my first reaction is WTF. @@ I’m screwed.For those who looking to learn how to invest,I recommend you go pick up those “for dummies” books.CSC is for general finance knowledge, like the university textbook it tells you a little bit of everything (you learn what is this, what is that) that it’s!!I learn how to invest in stock, futures and option from the Dummies and I learn how to read chat/ technical analysis from the Dummies too.(I’m NOT here to advertise their book)Sorry for the long postI hope it helps some people who are debating whether or not to take the exam.Again, it is my personal experiences and my opinions.
Some might disagree what I said.GOOD LUCK for everyone and happy thanksgiving. I work as an advisor to one of Canada’s insurance and investment company and recently passed my CIFC.
One thing I learned about this financial job is that you have to commit to continuing studies trainings to be compliant to regulatory bodies and to avoid future litigation. One cannot say he/she have enough experience and knowledge in finance, because the world of finance is constantly changing.
Experience and knowledge from yesterday does not necessarily mean or guarantee its application tomorrow. Just a piece of advice,never offer a financial advice or investment strategy if you are not licensed and sponsored by a bank or an investment firm, because how would you feel about 65 year old, retired, invest his/her retirement savings of $500,000 and wake next day and it’s all gone!! That’s all because of someone’s financial advice.
I stumble upon this blog in search of licensing requirements to offer the public start-up convertible notes, bonds, as well as trading options for others. I didn’t know CSC only allows for giving investment advice, but no right to trade for others.
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To be honest, I have been in the accounting business forever, with private equity and M&A deal closes, without being a CA/CPA. Looking at the CSI website and IIROC, I am puzzle as to what exactly are the requirements to become a dealer. CFP and CFA are way too much for me to consider, I probably only need to learn about 10% of what I need to do to make a living. I am currently studying for the CSC Volume 1 – 2014 Version with recent updates. I am not the greatest with exams and can easily forget the content I read. Should I purchase study notes and just study the notes? If so, from where?
The CSI website has a bundle for Volume 1&2, has anyone purchased the study notes from the CSI website, if so were the notes based on the actual exams?? Did you pass on first try? There is also third part websites like See Why Learning and Oliver Learning who provide study notes, has anyone purchased these study notes??? See Why Learning Guarantees you pass the test with their notes or money back?? Is this true, are their notes really based on the exams????I really need to pass this exam within the next 3 to 4 weeks.HELP!!!. Hello.My name is Pramit from India.I am a Chartered Accountant from the Institute of Chartered Accountants of India(ICAI),Company Secretary from the Institute of Company Secretaries of India(ICSI), have appeared for CFA level 2 Exams(June 2016), Cost Accountant from the Institute of Cost Accountants of India and holding Bachelor’s degree in Commerce with distinction from Gujarat University. Currently, I am working in an organization as a Financial Accountant since last 1 year.
I aim to get into Investment Banking.I will be applying to some decent universities in Canada for MBA in Finance.I would like to know whether CSC will create some value additions in landing an investment banking job or not?Thanks. I am a senior banker in Bangladesh working for European Bank under Cash Management Operations, Corporate Clients.
I understand that prior to pursuing for a banking job in Canada, I need to complete CSC course or any other banking related course by residing in Dhaka.May I know the followings:1. Which courses should I complete for banking Operational job?2. Can the courses be possible to complete from the territory of Dhaka, Bangladesh?3. If yes to query no. 2, then what are the steps / process to move forward?
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Is there any organisation here in Dhaka?. I have had an extremely difficult experience with the Oliver’s learning insurance course/ exams. My experience with customer service was rude and not helpful. For someone who is trying to get a job in the field, it is very hard to complete one exam (out of 6) that you only get one try/day to pass.
They are also unable to reset my tests during weekends so that I don’t miss 2 whole days. This is unacceptable because when you study for exams, you usually don’t have to wait 2 days to do it. I’m very displeased. They also had no intention to help me when I called them three times asking for help. Kyle, this is a great post – and I can relate because I am in the same boat!I thought I had a great entrepreneur idea, which was to leverage my wealth of personal finance knowledge, coupled with my MBA, into a financial consulting firm. I have similar question as the one Laura has asked above. I have mba in finance and acc but i am currently working in tech and as a softwaredev professio al.
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I would love to start something on sides to utilize my financial knowledge and skills. Is there a route for independent financial advisors?
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Remaining in my ft tech job can i get licensed somehow? And then start my advisory firm as a part time thing or a weekend only thing. Along the lines of no commissions only fee. I am also open to advise only. So no trading on my side.
I ama bit confused. Also im 35 so i am a bit risk averse now so wouldnt want to jump right into advisory full time. And loose my decent salary suddenly.
Read Me First! Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrolment in the actual licensing course(s). Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course and exam provider in order to obtain their course materials and write the actual exam. IMPORTANT Notice of User Agreement: Your order entitles access for one (1) person only Review our End User License Agreement -that you agreed to during the purchase process. Your SeeWhy Learning study centre was created for a single user and is not transferable to, or to be shared by, another user, whether it is used for the full subscription time period or part thereof. Your subscription is effectively designed for your sole use and not to be shared.
Sharing access will result in termination of your subscription. Please read the full User Agreement. I purchased your study materials but due to a change in m personal circumstances I was not able to devote the appropriate amount of study time. I found the materials amazing but failed my exam simply because I hardly studied. I was so impressed by the excellent customer service I received even when requesting a refund under your guarantee.
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Thanks again. I just thought I should drop you a line to let you know that I did my CSC exam Part 2 on Monday and am pleased to let you know that because of your program I was able to study using the study guide and practice exams and succeeded in passing the exam with a pass mark of 80%. I almost did not do the exams as the SC material was hard to grasp. My deadline was coming up at the end of September and so I decided to give SeeWhy Learning a try as I really needed to complete he course without having to pay for extension. After reading the Study Guide, I found that the material was easier to understand, I therefore studied and practiced for 6 weeks and within that time accomplished more than I did while reading the CSC book.
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I wanted to express my thanks to your company. I have struggled with the CSC course for almost 4 years. I have purchased many different on-line & in class aids to assist in passing the course however none of them ever worked!
Then a co-worker told me about your program and I figured what more do I have to lose? Well I can happily say that I have finally completed the CSC successfully and I believe a big part of my success was your course! I have already spread the news to fellow co-workers about your courses and will continue to do so every chance I get! I was informed today that I passed my LLQP provincial exam which I am ecstatic about! Thank you very much for your excellent service and training curriculum. It was certainly a critical success factor in helping me prepare for exam day with success.
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Part of my job requirement was to complete the CSC exams within 1 year of my hire date. Well, little did I know what a task that would be in reading the material.
So, in a bit of a panic, I went to my colleagues who all unanimously recommended the SeeWhy Learning flash cards and exam questions. I was a bit doubtful at first, but when I received the material and opened up the first question, I knew that it was right for me. It helped me hone in on the key parts that I needed to get the mark and I left with a 78%. I will be certainly ordering the SeeWhy Learning material for round 2, exam 2, coming up in January so I thank you. SeeWhy Learning offers exceptional material and training coupled with a very knowledgeable and professional staff. After completing CSC 1, CSC 2 and the LLQP, without using the support of SeeWhy Learning, I decided to purchase their services for my CPH and WME 1/2 and what a difference it made. I experienced increased scores on my exams, a better understanding of the concepts and material and all without it affecting my business.
I would highly recommend their services to anyone who is looking to complete any of the courses that are covered at SeeWhy Learning. With a week to my exam I turned to you after reading a textbook which didn’t at all teach to UNDERSTANDING the concepts. I also had a job offer on the line which added immense pressure. Within hours of listening to your audios and reading the study guide (which inverted material to begin at a logical point) I immediately felt relieved because I could feel I was understanding the concepts. Focusing on what I needed to know, the use of analogies and memory aids made all the difference. I just passed with 74%, Thank you from the bottom of my heart!
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It has been many years since I’ve taken an exam, but the online study guide really boosted my confidence and gave me a great structure to work from. I’m extremely happy with my final mark of 78%. Don’t hesitate to buy a package with See Why Learning – if you don’t pass you don’t pay so you have nothing to lose! I just wanted to share some great news with you all. I wrote my CPH exam and passed it in my first try.
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Textbook Study NotesAvailable online and in printed format. Summary notes of the course textbook in a simple language format. Online version can be searched, bookmarked and full screen option.
It cannot be printed.Exam Level QuestionsFlash Cards, Quizzes, and Practice Exams, contain over 500 exam level of difficulty multiple choice questions and answers. Each attempt provides randomized or different questions and answers.Faster LearningWe’ve come up with a proven and effective study process that works. The SeeWhy Study Guides, Flash Cards, and Interactive Questions, will help you focus on the concepts that you need to be successful.Exam SuccessGives you the best chance of success as it teaches you the fundamental concepts and tests you at an exam level.Successful completion of the 'Mutual Funds' course, as offered by both CSI ®/ICB ® (Investment Funds in Canada ® IFC ®) and IFSE ® (Canadian Investment Funds Course ® CIFC ®), satisfies the educational requirement necessary to sell Mutual Funds in Canada, as set out by the Mutual Fund Dealers Association (MFDA ®). Our study materials are designed to help you pass the IFIC exam, and do not constitute enrolment in the actual Mutual Funds course itself. Our CSC ® Study Tools are in-line with the most current UpdatesThe Canadian Securities Course ® (CSC ®), as offered by the Canadian Securities Institute (CSI), is the initial course required for becoming licensed to sell securities, like stocks and bonds, in Canada, as set out by IIROC.
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The OLC ® is ideal for advisors that have already completed the Derivatives Fundamentals Course ® (DFC ®). The SeeWhy study materials are designed to help you pass the OLC ® exam, and do not constitute enrolment in the actual Options Licensing Course ® itself.The SeeWhy Learning study tools cover each chapter in the OLC ® textbook and explain many difficult concepts in clear, easy to understand language along with examples. The OLC ® has an application-oriented exam and we strongly recommend anyone considering the OLC ® look at working through many of the key concept explanations and exam-level questions that we offer as the exam is known to be quite challenging.The Personal Financial Services Advice (PFSA ®) course, one of the courses required to obtain the PFP, was created to strengthen your confidence and knowledge so that you can advise your financial services prospects and clients based on their individual needs and goals.
The PFSA ® escalates your communications skills and helps you build stronger and profitable client relationships and confidence in your ability to professionally advise them. PFP (Personal Financial Planner): The banking industry’s equivalent of CFP. To earn this designation, administered by the Institute of Canadian Bankers (ICB), bank/financial institution employees must complete a financial planning educational program and have a minimum of six months’ work experience.The Wealth Management Essentials ® Course (WME ®), as offered by the Canadian Securities Institute (CSI) focuses on two critical elements of wealth management - Financial planning and Investment management. Successful completion of the WME ® course fulfils IIROC's 30-month requirement for maintaining your securities license. It is also one very important step towards qualifying to write the Certified Financial Planner ® (CFP ®) exam.
Our study materials are designed to help you pass the WME ® exams, and do not constitute enrolment in the actual Wealth Management Essentials ® Course itself.The Conduct and Practices Handbook (CPH ®) is a guide to understanding the rules, regulations, practices and ethics that will guide a career as an investment advisor or representative. Assists in meeting IIROC's proficiency requirements for licensing.
Improves employability by gaining the education employers and regulators require.OTL ® - Other Than Life license = Insurance Agent. RIBO ® Registered Insurance Broker Ontario license = Broker.Exams and licensing from:Regulated by the (FSCO), this licence is applicable to those employed by direct-response insurers, dealing directly with the public. For this course, SeeWhy Learning does not offer a study guide, as the actual textbook from the Insurance Institute ® is clear and concise. However, you will find that our exam preparation questions will focus your studies, prepare you for the actual exam, and reduce your study time. These tools are so effective, that they carry our “If you don’t pass, You don’t pay! Period.” money back guarantee.Both the RIBO (Registered Insurance Brokers of Ontario) and OTL (Other Than Life) license allow you to sell home and auto insurance in Ontario, however the OTL qualifies you to be an Insurance Agent while the RIBO license qualifies you to be an Insurance Broker.The New Entrants Course ® is for those with the desire to work within the Canadian Financial Investment marketplace, and requires the individual to have an established knowledge of investments.
The course material presents the subject matter from a Canadian perspective. Includes the Canadian Securities Course ® and the Conduct & Practices Handbook ® exam preparation study tools.
Exam Preparation study tools that you need to know to pass the NEC ® Exam. If you have not already done so, you must register with the applicable course provider in order to obtain their course materials and write the actual exam. Course provider for the NEC ® is www.csi.ca (CSI).Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrolment in the actual licensing course(s) or exam.
Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course provider in order to obtain their course materials and write the actual exam. Course provider for the CSC ® is ® is (CSI).
The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI ®). The Canadian Securities Institute (CSI ®) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. SeeWhy Financial Learning is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.© 2019 SEEWHY FINANCIAL LEARNING INC.