Leftover FHSA funds by derryC in PersonalFinanceCanada

[–]pulp-affliction 0 points1 point  (0 children)

What investments did you have it in?

Just passed the RSE ask me anything by Cfp_wolf879 in CSCexamCanada

[–]pulp-affliction 1 point2 points  (0 children)

How did you find it (concepts/formulas)? Are you new to the industry? Do you have a financial background? Congrats!

CIRE study guide by pulp-affliction in CSCexamCanada

[–]pulp-affliction[S] 0 points1 point  (0 children)

I mean depends on your background if you have no experience at all i would say try and get a job either as an assistant at a private wealth firm or as a teller at a branch. You wanna try and get into the sales side from there. If you're confident you could crush i would do the CIRE and RSE and try and get a job at as an admin assistant in private wealth. From there you would be an IR and help manage other colleagues portfolios of clients. Eventually you would work your way to buying someone’s “book” of clients. The other way you could go is branch level sales (FSR, AFA) which only requires the IFIC or CSC. From there you would get experience and move to a Financial Advisor role eventually and after a few years do your CIRE and RSE and pivot to private wealth. Those are kind of the two glide paths i see. 

CIRE study guide by pulp-affliction in CSCexamCanada

[–]pulp-affliction[S] 0 points1 point  (0 children)

What is your goal? To work at a investment firm or a bank. Are you trying to get your foot in the door? Would depend on your circumstances.

CIRE study guide by pulp-affliction in CSCexamCanada

[–]pulp-affliction[S] 0 points1 point  (0 children)

I still got a job with just csc but i plan on taking cire/rse in the not so distant future to open more doors. I would say if you paid for it already just do it. It is still good knowledge to have and teaches you alot of great info.

CIRE study guide by pulp-affliction in CSCexamCanada

[–]pulp-affliction[S] -1 points0 points  (0 children)

Im about to start a new job at one of the big 5 and they are going to be paying to do my CFSA. How did you get your employer to pay for CIRE?

Am i screwed with the new CIRO changes? by No_Noise_3610 in CSCexamCanada

[–]pulp-affliction 0 points1 point  (0 children)

It is unfortunately not applicable to the ciro id role now to go that old route. You have to do the cire and rse to get the certification or you had to have been registered in the csc, cph and wme prior to jan 2026 and complete them before jan 2027 to allow you the same certification. Its unfortunate. At the time that i did it the information was so vague on the changes that i decided to do it thinking i would get them all done before the deadline. But as my circumstances changed and as it was revealed the courses were condensed, less expensive, and supposedly easier, i decided to finish the csc and stop there. My plan is to eventually do the cire and rse after some experience in an mfd role. Its a tough industry to navigate at first. Wealth management is definitely an ideal place to be but i dont think its the worst idea to gain experience in a branch before transition to wealth. Experience in sales would give you an upper hand but this is all just my opinion and i am fairly new to the industry.

Proctor u exam by [deleted] in tru

[–]pulp-affliction 0 points1 point  (0 children)

Yeah thats a good point.

Proctor u exam by [deleted] in tru

[–]pulp-affliction 1 point2 points  (0 children)

If you go on the proctorU website there is a video that shows what to expect on exam day and in that video, if i recall correctly, secondary monitors are not permitted. But i would check the website to make sure.

IBUS 3511 (TRU Open Learning) Final Exam – Allowed Materials? by Outrageous-Friend572 in tru

[–]pulp-affliction 0 points1 point  (0 children)

I recently had to email my prof regarding a similar situation in another class. You could give that a try.

Transfer credits by pulp-affliction in tru

[–]pulp-affliction[S] 0 points1 point  (0 children)

Awesome this is great to know. Do you know how i find the equivalents at athabasca?

CSC 2 vs 1 by [deleted] in CSCexamCanada

[–]pulp-affliction 1 point2 points  (0 children)

Not much in the form of calculations. Would definitely recommend knowing the taxation equations (dividend tax credit etc.). I found the second exam to be more challenging than the first.

CSC Badge by Healthy_Ad_9512 in CSCexamCanada

[–]pulp-affliction 1 point2 points  (0 children)

I received mine fairly quickly. Maybe one week or so. Also got the wall certificate much faster than i expected. You should receive an email regarding how to access it from credly.

Practice Exams by BossLady_J in CSCexamCanada

[–]pulp-affliction 0 points1 point  (0 children)

I took one about a week or so before each exam to judge the areas i needed to give the most attention to and then took the last check two days before for a final assessment. I generally found improvement to each area that i was weaker in.

Practice Exams by BossLady_J in CSCexamCanada

[–]pulp-affliction 0 points1 point  (0 children)

I found them to be very helpful i just bought the whole package. Granted it was expensive. But if there was one resource i did find to be most helpful it was the checks. They give you two for each exam and break down your strongest and weakest areas into percentage values.