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Updated: Sep 22, 2026

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CSI CSC2 Exam Overview:

Certification Vendor:Canadian Securities Institute (CSI)
Exam Name:Canadian Securities Course Exam 2
Exam Number:CSC2
Passing Score:60% (600/1000)
Exam Price:CAD 450 - CAD 550
Available Languages:English, French
Exam Duration:120 minutes
Exam Format:Scenario-based questions, Multiple-choice questions, Computer-based
Related Certifications:Wealth Management Essentials (WME)
Canadian Securities Course Exam 1 (CSC1)
Conduct and Practices Handbook Course (CPH)
Real Exam Qty:100
Certificate Validity Period:3 years
Recommended Training:CSI Official Study Materials
Exam Registration:Prometric Test Center
CSI Official Registration
Sample Questions:CSI CSC2 Sample Questions
Exam Way:Online proctored or onsite at Prometric test centers
Pre Condition:Completion of Canadian Securities Course Exam 1 (CSC1)
Official Syllabus URL:https://www.csi.ca/en/learning/courses/csc/exam-credits

CSI CSC2 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 2
  • 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.
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
  • Investment Analysis: This section of the exam measures the skills of a Research Analyst and covers both fundamental and technical analysis methods, including macroeconomic, industry and company analysis techniques, financial statement interpretation, ratio analysis, and security valuation approaches.

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

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