Independent · Verified for 2026
Start your career right.
Get licensed and through the CSC — in the right order, without the guesswork.
Advance your career in Canadian wealth — with clarity at every step.
One independent system for all ten designations: original instruction, 2,000 explained questions, written-response drills and a cohort behind every exam. Built for the 2026 rules, beholden to no credential issuer.
Choose your path
Where are you on the ladder?
Insights & tools
Everything you need to get through it
Master Strategy roadmap
Map all ten credentials and the order to take them in.
The 2,000-question bank
Every answer explained — foundational to advanced, by credential.
Free sample lessons
Real guide pages and explained questions — no email gate.
How it works
Guides, drills, mock exams and cohorts — the full method.
The method
How the preparation works
Original instruction
425 pages written for the 2026 rules — the concept explained before you ever see a question.
Explained question bank
2,000 original questions, every answer explained, tiered foundational → advanced by credential.
Cohorts & mock exams
Sit alongside others in your exam window, with written-response drills and full-length mocks.
The credentials
Three tiers. Ten credentials. One map.
Tier 1 · Enter
Get licensed
CIRE · RSE · CSC — the regulatory exams and the foundational securities course that open the door.
Tier 2 · Advise
Plan & manage
CFP · PFP · CIM — financial planning and discretionary portfolio management.
Tier 3 · Master
Lead the field
CFA · CIWM · FCSI · RFP — advanced analysis, international wealth and fellowship.
Navigate your whole career with the Master Strategy roadmap
Ten credentials, mapped as a single ladder — with the order to take them in, and where each one leads.
See inside the question bank
Answer one. See why it's the answer.
Every one of our 2,000 questions is built to teach, not just to grade. Here's a real one from the Canadian Securities Course — pick an answer.
CSC · Common & Preferred Shares
In the liquidation of a corporation, common shareholders rank:
Pick an answer to reveal the explanation — this is exactly how every one of our questions teaches.
Prepare alongside Canadian wealth professionals.
Cohorts organized by credential and exam window — study threads, accountability and answers when you're stuck.
10
Credentials, fully mapped
2,000
Questions — every answer explained
425
Pages of original instruction
2026
Rewritten for the new rules
Every program, edition and price — on one page.
The rest of the field hides what it costs. We don't: Essentials, Plus and Pro editions, six bundles, the Complete System and 1-on-1 coaching. All in CAD, one-time, taxes extra.
- Do I still need the CSC in 2026?
- It depends where you're going. For the investment dealer channel, the CIRE is the licence now and the CSC no longer qualifies you there. But the CSC remains the mandatory foundation under the CIM and PFP designation paths, and the licensing course for the mutual-fund and exempt-market channels. Our CSC guide settles which applies to you in the first section.
- Are the practice questions real exam questions?
- No — every one of our 2,000 questions is an original work, none reproduced from any actual examination. That's deliberate: they're written to teach the concept, with a full explanation on every answer.
- Are you affiliated with CSI, CIRO, FP Canada or the CFA Institute?
- No. We are an independent education provider, not affiliated with or endorsed by any credential issuer. Always confirm exam logistics with the issuer for your cycle.
- Can I try before I buy?
- Yes. Every program has free samples — real guide pages and real explained questions — with no email gate. Open one and judge the quality before you pay.
Find your credential. Get through it.
Ten credentials, three tiers, one system built for the way it works now — with free samples on every program.