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Friends & Family get 10% off the CSC®!
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Important Update: Canada Post Strike & Shipping Guidelines. Learn More.
CSI reserves the right at its sole discretion to amend, change, substitute, and/or cancel any of its products and services, including but not limited to fees and student policies, at any time without further notice to you, other than by posting a notice of any such amendment, change, substitution or cancellation on the CSI Web site at www.csi.ca.
By enrolling as a student with CSI you agree that it is your responsibility to become and keep aware of CSI’s policies relevant to your purchase and use of CSI’s products and services, including but not limited to your enrolment and participation in CSI courses, examinations, and evaluations.
Late Exam Cancelation |
|
Exam No-Show | $300 |
Second and subsequent exam attempts | $300 |
Grade re-mark (multiple choice) | $100 |
Grade re-mark (case-based, short and long answer exams) | $150 |
Academic Exemption Request Form for a Course | $275 |
Academic Exemption for the Canadian Investment Funds Course (CIFC) | $100 |
Your course extension is reflective of your course enrolment period | |
---|---|
If you are enrolled in a 1 year course, you qualify for a 1 year course extension. | $275 |
If you are enrolled in a 6 month course, you qualify for a 6 month extension | $150 |
Check product extension | $75 |
*Note: Extension fees are non-refundable |
Diploma or Certificate | $75 |
Transcripts/Student Records | $35 |
Canada | $32 |
Caribbean and United States | $50 |
Other destinations | $100 |
Additional shipping & handling fees may apply depending on products purchased. This will be displayed on the final screen of check out. |
Academic Reference Letters | $35 |
NSF cheque fee | $40 |
Exception Assessment Fee (per course) | $35 |
*Note: Assessment Fees (academic or extenuating) are not refundable. |
CSI Courses | To be eligible for a refund, you must submit your request online or by completing a course cancellation form to csi within 14 days of your enrolment. You will receive a refund for the cost of your course enrolment, less a $175 cancellation fee.
Refunds are not available for textbooks, exam related fees, extension fees, frames, certificate replacements, csi study / course support tools or any online course product such as continuing education courses and courses available online that have no proctored exam. Note: scotiabank students must cancel through your corporate learning management system (lms). No refunds are granted after the initial 14 days following your enrolment. |
CSC Review Webinars | If a participant wishes to cancel and receive a refund in full, they must provide a minimum of 30 days’ advance notice prior to the start of the session start date. After that the fees are non-refundable. |
Online Products | Online products purchased are not returnable or refundable. |
Corporate seminars and classroom courses | The cancellation / refund policy is stated in the contract signed by the corporate client. Please refer to your company’s contact. |
Withdrawals | If you have missed the deadline to cancel your course to obtain a partial refund and you still wish to withdraw from your course please note that your enrollment cannot be reinstated. All withdrawals are final. |
External Designation Recognition Fee | $150 |
(GST/HST 869314518RT0001) (QST: TQ0001 1200091783)
ON, NB, NL, NS, PEI residents: add HST * * NOTE: Please add HST as follows on – ON (13%), NB, NL, NS and PEI (15%) ** QST (9.975%) is applicable on the Fee and not on the Fee + GST. |