csi wealth management essentials pdf viewer

So…why on Earth did I try to do it in only 3 months? Money. To me, 3 months isn’t really enough time to let all the content truly soak in and for you to do all the interactive quizzes, watch all the videos, and take all the practice exams. In the course, it does provide a study planner for 3, 6, 9, and 12-month windows. Would I suggest this as a reasonable timeframe for doing the Canadian Securities Course? Absolutely not! My heart starts to race just thinking of the stress and pressure I put on myself to do it so quickly. How Long It Took Me to Pass the Canadian Securities Courseįrom cracking open Volume 1 of the CSC coursebook to passing the Volume 2 exam, it took me 3 months to complete. I want to share with you my experience and my study tips for passing the Canadian Securities Course.

But I’m not here to talk about the CFP or the AFCC. I’ve even signed up for Financial Planning 1 through the Canadian Securities Institute to continue down that path. I’m slowly pursuing the Certified Financial Planner (CFP®) designation. However, now that I’ve checked it off my list, I’ve set my sights even higher. So to me, it was the natural next step to take. Almost every other Canadian personal finance expert I know, not to mention journalists and financial planners, have taken it. The Canadian Securities Course through the Canadian Securities Institute, on the other hand, people have heard. Typically most people who do the program pursue a career as a credit counselor for a credit counseling agency. It’s just not as popular a program in Canada compared to the U.S. You know how annoying it is when someone asks you about your credentials, you tell them, and they look at you blankly because they have no idea what an Accredited Financial Counsellor Canada is or if it’s even “legitimate”. Moreover, although I’ve been able to bring more awareness to the program with my platform, most people have still never heard the term “financial counselor” before. Although I really enjoyed the AFCC program (maybe I’ll write about that in a future post), it didn’t go in-depth on topics like investing.

It took me a year to get those credentials and I felt wiped out by the end of it.Ĭut to 6 months later and I got a bit restless. That hobby blog evolved, and 4 years ago I left my corporate job to work for myself as a content creator, speaker, money expert in the media, and financial counselor.Īfter I became an Accredited Financial Counsellor Canada (AFCC®) at the start of 2018, I thought I was done with formal financial education. I’ve been in the personal finance world for almost a decade now, starting out as a hobby personal finance blogger in 2011. Because I honestly didn’t think I would pass the Canadian Securities Course (CSC®) my first try. I honestly didn’t think I would be able to write this post.

Csi wealth management essentials pdf viewer