CIBC IMPERIAL SERVICE Re-Enrollment and Support Tools

Welcome to the CIBC Imperial Service Re-Enrollment and Support Tools page. This page is intended for advisors en route to a Financial Planning Designation who require to re-enroll into a course or support tool.

IMPORTANT: Before enrolling in your courses please make sure you update your CSI profile to include your active CIBC email address. To be part of the CIBC Imperial Service Advisor Accreditation Program you must accept the Information release consent form (IRCF) to allow sharing of information with CIBC Imperial Service. 

Please note: This is an employee self-pay page and you will be required to provide your credit card information at the time of check out where a CIBC discount will be applied.

COURSE ENROLMENT INSTRUCTIONS

  • Step 1: Please select from the list of courses below.
  • Step 2: “Check-out” and then “Login” with your CSI student ID # or email address (as indicated on your CSI profile), plus your password.
  • Step 3: For the “Employment and Academic Affiliations” section; select “I Accept” and enter the requested information. (This is to confirm your affiliation with CIBC)

If you are having difficulty and require assistance please contact us at 1-866-866-2601 and a CSI agent will be happy to assist you.

*Applicable discounts and pricing will be applied at checkout.

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Courses

Canadian Securities Course

Complete online program_CIBC

Financial Planning I

Complete Online Course with eBook_CIBC

Financial Planning II

Complete Online Course with eBook_CIBC

Financial Planning Supplement Course

Complete Online_CIBC

Personal Financial Services Advice

Complete Online Course with eBook_CIBC

Financial Planning Integration Course

Mutual Fund Licensed_CIBC

Securities Licensed_CIBC

Wealth Management Essentials Course

Complete Online_CIBC

Applied Financial Planning Certification Exam

In order to Re-enroll into Applied Financial Planning Certification exam please complete the form and return to CSI.

Support Tools

FP I Check

FP I Check_2021_CIBC

FP II Check

FP II Check_CIBC

FPSU Check

FPSU Check_CIBC

CSC Check

CSC Check 2022

If you enrolled in the Canadian Securities Course on or after August 10, 2022, please select CSC Check 2022.

CSC Check 2021

If you enrolled in the Canadian Securities Course before August 10, 2022, please select CSC Check 2021.

Textbooks

FPSU Textbook

FPSU Textbook

FP I Textbook

FP I Textbook

FP II Textbook

FP II Textbook

PFSA Textbook

PFSA Textbook