Course provider for the CSC ® is ® is (CSI).
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. Instead, our materials are designed to assist you in understanding the content of such courses. 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. 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. 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. It is also one very important step towards qualifying to write the Certified Financial Planner ® (CFP ®) exam. Successful completion of the WME ® course fulfils IIROC's 30-month requirement for maintaining your securities license. 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.
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 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 OLC ® is ideal for advisors that have already completed the Derivatives Fundamentals Course ® (DFC ®). The Options Licensing Course ® (OLC ®) is offered by CSI Canadian Securities Institute and satisfies the educational requirements for the second course to become licensed to advise and sell options to clients in Canada, as set out by IIROC. The DFOL ® has an application-oriented exam that is not evenly weighted between the two textbooks and we strongly recommend anyone considering the DFOL ® course 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 SeeWhy Learning study tools cover each chapter in the DFOL ® textbooks and explain many difficult concepts in clear, easy to understand language along with examples. The second textbook in the DFOL ® program covers all of the OLC ® material. The first textbook in the DFOL ® program covers the DFC ® material.
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