Learn with CSI : CSC2 training material for 100% pass

Updated: Aug 08, 2026

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CSI CSC2 Exam Overview:

Certification Vendor:Canadian Securities Institute (CSI)
Exam Name:Canadian Securities Course Volume 2 Examination (Investment Analysis & Portfolio Management)
Exam Number:CSC2
Passing Score:60% (official CSI requirement per exam)
Related Certifications:Canadian Securities Course (CSC) Volume 1
CIRO Proficiency Exams (CIRE – successor framework)
Available Languages:English, French
Exam Price:Approximately CAD $600–$1,200 for full CSC enrollment (varies by package and region)
Exam Format:Multiple Choice, Proctored (online or test center)
Real Exam Qty:100
Exam Duration:120 minutes
Certificate Validity Period:Lifetime credential (no formal expiry; subject to regulatory changes)
Recommended Training:CSI Official Study Tools
Practice Question Banks (CSI-approved providers vary by package)
Exam Registration:Canadian Securities Institute CSC Program Page
CIRO Proficiency Information (updated regulatory framework)
Sample Questions:CSI CSC2 Sample Questions
Exam Way:Computer-based proctored exam (remote or test center)
Pre Condition:No formal prerequisites required, but typically CSC Volume 1 must be completed before Volume 2 exam eligibility.
Official Syllabus URL:https://www.csi.ca/en/learning/courses/csc/exam-credits

CSI CSC2 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 2
  • The Canadian Investment Marketplace: This section of the exam measures the skills of a Securities Industry Professional and covers the structure and operation of Canada's investment marketplace. It includes the roles of investment dealers and financial intermediaries, capital market functions, financial instruments, and the complete Canadian regulatory environment with its regulatory bodies, principles of regulation, client remediation options, and ethical standards for financial services professionals.
Topic 3
  • 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.
Topic 4
  • Analysis of Managed and Structured Products: This section of the exam measures the skills of an Investment Products Specialist and covers mutual funds, exchange-traded funds, alternative investments, structured products, and other managed products including their structures, regulations, features, risks, strategies, performance measurement, and tax implications within the Canadian investment landscape.
Topic 5
  • 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 6
  • The Corporation: This section of the exam measures the skills of a Corporate Finance Analyst and covers corporate structures, financial statements, disclosure requirements, investor rights, financing methods, capital raising processes, prospectus requirements, securities distribution, and exchange listing procedures for corporations.

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

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