About the Author — Fuad Efendi
Educator and author focused on Canadian securities education. Fuad blends a deep background in mathematics with real-world experience in Canadian banking to craft exam-true, first-principles study materials for CSC®, CPH®, and LLQP candidates.
Biography
I began my career over four decades ago teaching mathematics and quantitative subjects at the university level. Later, I spent 20+ years building data-intensive and regulatory-sensitive systems across several of Canada’s largest banks. The through-line—whether in classrooms or capital markets—has been the same: reduce complexity to first principles, then rebuild with clear, verifiable steps.
At SecuritiesExamsMastery.ca, I apply that approach to Canadian exam preparation—translating rules, product mechanics, and ethics into plain language, visual summaries, and targeted drills that mirror official blueprints (CSC®, CPH®, LLQP).
Experience Highlights (Canada)
- 23 years in banking/fintech: core platforms, risk, data & reporting.
- Capital-markets adjacent work: market data, pricing, and controls.
- Data platforms & search relevance; contributions in the Solr/Lucene ecosystem.
- Curriculum mapping to Canadian oversight (CIRO/CSA/provincial regulators).
Teaching Philosophy
- First principles: understand mechanisms before mnemonics.
- Blueprint-aligned: objectives mapped to Canadian exam domains.
- Scenario-driven: vignettes and PBQ-style walkthroughs.
Trust, Independence & Disclosures
- Clear disclosure: I am not a CIRO registrant or a CSI instructor, and I do not provide investment advice.
- Independence: This site is independent and not affiliated with CSI Global Education Inc., CIRO, or any insurance councils.
- Trademarks: CSC® and CPH® are trademarks of CSI Global Education Inc.; LLQP is administered by provincial/territorial regulators. All trademarks belong to their owners.
- Sourcing: Pages cite primary sources where relevant (e.g., CIRO/CSA notices, provincial guidance, official course outlines).
- Corrections: If you find an error, email fuad@efendi.ca with a source; substantive fixes are logged on-page.
Collaborators & Reviewers — Volunteers Welcome
This site is free to read. I’m seeking volunteer collaborators and reviewers to improve depth and accuracy:
- Subject-matter reviewers (dealer compliance, LLQP, ethics, taxation basics)
- Question/item writers and editors
- Data/visualization helpers for exhibits
Perks: on-page credit, reviewer badge, link to your profile, and early access to drafts.