For your convenience, CSI offers a secure online payment process. We recommend using this process as you get instantaneous confirmation of your payment.
If you choose not to make payment online, either because you have to submit supporting documentation, your request requires CSI approval or you wish to pay by certified cheque or money order please follow the process outlined below:
Note: Your payment will be processed only after CSI has reviewed & approved your request. There are 2 exceptions to this rule.
To request an Academic Exemption for courses and exams.
To order a Wall Certificate for the Certificate Program you have successfully completed i.e. Certificate in Financial Services Advice
To order a replacement certificate for a course or Designation
To request an extension to your enrolment period.
To request an extension to your enrolment period.
To request an extension to your enrolment period.
To apply for the CIWM designation.
To apply for the CIM® designation.
To apply for the MTI® designation.
To apply for the PFP® designation.
To request an exception from CSI Policy
To request recognition of a candidate’s external designations towards CSI Certificates & Designations
To apply for the Fellow of CSI (FCSI®)
To renew the license for Fellow of CSI (FCSI®)
To renew the license for Fellow of CSI (FCSI®) with late fees. If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal license fee of $325 as well as provide proof of completion of CE for each year.
License Renewal for the CIWM license
To renew the license for Certified International Wealth Manager (CIWM) with late fees. If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal license fee of $325 as well as provide proof of completion of CE for each year.
License Renewal for the MTI® license
To renew the license for Estate and Trust Professional (MTI®) with late fees. If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal license fee of $325 as well as provide proof of completion of CE for each year.
License Renewal for the PFP® license
To renew the license for Personal Financial Planner (PFP®) with late fees. If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal license fee of $325 as well as provide proof of completion of CE for each year.
License Renewal for the CIM® license
To renew the license for Chartered Investment Manager (CIM®) with late fees. If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal license fee of $325 as well as provide proof of completion of CE for each year.
To request a re-mark of your constructed-response format exam (non-multiple choice)
To request a re-mark of your multiple choice exam
To request a remark of your CIWM Certification Examination
To order an Official Transcript of all or of specific courses.
Request for Accommodation | To request accommodation for courses and exams. |
CE Exception Request Form | For students who wish to request an exception from CE requirements for FCSI, CIWM, PFP and MTI. |
Industry Contribution Exception Request Form | For students who wish to request an exception from IC requirements for FCSI. |
Information Release Consent Agreement | To allow CSI to release your grades to specified parties. Required for special pricing. |
(Please note: applications faxed or emailed with credit card information will not be processed)
Course Enrolment Form | To enrol in a CSI course. (Please note you can enroll directly online.) |
Course Re-Enrolment Rule 2600 Form | For candidates who are not current employees of an IIROC member-firm. |
AFP Certification Examination Application Form | To book an exam sitting. (Please note you can book directly online.) |
Frame order Form | To Purchase Multiple Frames to be Shipped to One Address Within Canada. |