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The Canadian Securities Course (CSC®) at Ashton College


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The Canadian Securities Course (CSC®) at Ashton College is the perfect preparation for writing the CSC® examinations and attaining your CSC® designation. The Canadian Securities Course is the industry standard for those entering the financial services and it is used by serious investors across Canada.

The financial services industry is undergoing a massive change in Canada, creating exciting new career opportunities for professionals with recognized education and skills. For those just entering the financial services industry, the Canadian Securities Course provides the knowledge and skills that employers demand. For those currently working in the industry, the CSC® will enhance existing skills and help you excel in your career and provide the best service to clients.

Ashton College’s financial services faculty are all experienced industry professionals. Students will also receive a 10% discount on CSI registration and textbooks.

Successful completion of the CSC® prepares students to write the CSC Exams through the Canadian Securities Institute (CSI) and then apply for a mutual fund licence. It is the first step towards attaining a licence for trading stocks and bonds, and it allows students to proceed with the Canadian Investment Manager or Financial Management Adviser designation streams.

Employers require the CSC® designation in the financial services industry. Examples of career opportunities include:

  • Licenced mutual fund representative

  • Full-service investment adviser or discount brokerage investment representative

  • Bank and trust officer, financial planner, or mutual fund representative

  • Portfolio management, as an adviser or as a personal investor

Topics Covered/Learning Objectives

  • The Canadian Investment Marketplace

  • The Economy

  • Investment Products

  • The Corporation

  • Investment Analysis

  • Portfolio Analysis

  • Analysis of Managed Products

  • Working with the Client

Instructors* Sam Sharma Sam Sharma began his career in the sciences, earning himself a Bachelor of Science and a Masters in Materials Chemistry from the University of Jamia in New Delhi, India. He then made the leap to the world of finance a few years later when he graduated with a Master of Business Administration (Finance) from the University of New England in Australia in 1996. Launching his career in the financial services industry, Sam has worked mostly for banks, earning himself awards and recognition for his achievements. Jason Wong Jason Wong has extensive knowledge in the wealth management industry, and has been practising financial planning since 2001. Jason started his career through the financial advisory channel in one of the major banks. He then moved on to the independent channel to assist his individual and business clients in achieving their financial goals through comprehensive financial planning. Jason is also a consultant supporting financial advisers in providing wealth management solutions to their clients. Jason holds several industry accreditations: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Financial Management Advisor (FMA) and Derivative Market Specialist (DMS). He holds a Master of Business Administration from the University of Manchester, which is consistently ranked as one of the top global business schools under the Financial Times Global MBA rankings. *Subject to change without notice Dates Live Online Part Time:

  • January 25, 2021 – April 26, 2021

    • Students must devote at least 3 hours per week to attend live webinars

    • Webinars will be held on Mondays from 4:00 – 7:00 pm PST

    • Outside of live instructional periods, students will be expected to take part in various independent and/or group activities

Fees The registration fee for this course is $649. Technical Requirements Live Online Students Ashton College uses web conferencing tools to help instructors and students connect and collaborate live online. For the online classes, students need to have a fully functional computer system with a webcam, speakers and microphone or headset and headphones, along with a reliable high-speed internet connection. Though the classes can be accessed using smartphones and tablets, we recommend using a laptop or desktop computer for a better learning experience. This course does not require approval by the Private Training Institutions Branch of the Ministry of Advanced Education, Skills & Training. As such, it was not reviewed.

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