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CSC Exam 2 Prep

Prepare for analysis, portfolios, products and client applications

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Exam 2 puts substantial weight on investment analysis and portfolio analysis, then tests managed products, alternatives, taxation and client-focused material.

Largest areas

Investment Analysis — 18%; Portfolio Analysis — 18%.

Managed products

Mutual Funds — 14%; ETFs — 10%; Alternatives/Other Managed/Structured Products — 16%.

Client application

Canadian Taxation — 6%; Fee-Based Accounts & Retail Client — 8%; Institutional Client — 10%.

Independent preparation: CSCprep is not affiliated with, endorsed by, or sponsored by the Canadian Securities Institute (CSI) or the Canadian Investment Regulatory Organization (CIRO). Official exam requirements can change; candidates should confirm current requirements with the relevant official organization.

Exam 2 Chapter Map & Study Strategy

Study sequence

Learn the chapter → answer focused questions → work the relevant calculations → review errors → apply concepts in scenarios → finish with timed mock practice.

Common exam trap

Do not stop at memorizing a definition. Many difficult questions turn on a relationship, exception, calculation input or the distinction between two answers that are both partly true.

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CSC Exam 2 practice scenario: suitability before product selection

A client says they will need most of their savings for a home purchase in nine months but asks for the highest-return equity fund. The fact that a product has strong historical returns does not make it suitable for a short, known time horizon. A good answer first identifies the client's liquidity needs, risk tolerance, financial circumstances and investment objective before evaluating products.

What to practise

Connect analysis, portfolio construction, managed-product characteristics and client facts. Ask which constraint is decisive: liquidity, concentration, time horizon, costs or tax treatment. See CSC case-study practice for application-focused review.

Exam trap

Do not choose an investment because it is generally “best” or has the highest expected return. In client scenarios, the correct decision depends on the particular facts and suitability requirements. Review the Exam 2 mock exam approach after chapter practice.

The topic percentages above are a study-planning snapshot. Verify the latest chapter and topic information with CSI's official CSC curriculum before relying on exam weightings.