CSI CSC2 - Canadian Securities Course Exam2

CSI CSC2 Actual PDF
  • Exam Code: CSC2
  • Exam Name: Canadian Securities Course Exam2
  • Updated: Oct 03, 2026
  • Q & A: 234 Questions and Answers
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About CSI CSC2 Exam

CSI CSC2 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Investment Products: This section of the exam measures the skills of an Investment Products Analyst and covers fixed-income securities features, pricing, and trading; equity securities including common and preferred shares; derivatives including options, forwards, futures, rights and warrants; and the characteristics and uses of all these investment instruments in Canadian markets.
Topic 2
  • The Economy: This section of the exam measures the skills of an Economic Analyst and covers fundamental economic concepts including microeconomics and macroeconomics, economic growth measurement, business cycles, labor markets, interest rates, inflation, international trade, and both fiscal and monetary policy with emphasis on the Bank of Canada's role and government policy challenges.
Topic 3
  • Portfolio Analysis: This section of the exam measures the skills of a Portfolio Manager and covers portfolio management approaches including risk and return measurement, portfolio optimization strategies, management styles, and the complete portfolio management process from objective setting to performance evaluation and rebalancing.
Topic 4
  • Additional Topics: This section of the exam measures the skills of a Wealth Management Professional and covers Canadian taxation systems, tax-advantaged accounts, fee-based account structures, retail client financial planning and estate planning, institutional client management, and ethical standards for financial advisors serving both individual and institutional clients.

Reference: https://www.csi.ca/en/learning/courses/csc

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