Forms

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:

  • Download the applicable form and select ‘Add to Cart’.
  • Key in your CC information as requested.
  • Review the email from CSI which confirms your order.
  • Follow the instructions provided in the email to submit your request form online (attaching supporting documentation if required).
  • You must upload your form within 24 hours of your payment submission. If your form is not uploaded within that time your payment will be declined. If after being declined, you still wish to place your order you will have to resubmit the payment and upload the form.

Note: Your payment will be processed only after CSI has reviewed & approved your request. There are 2 exceptions to this rule.

  • If you are requesting an Academic Exemption – the administrative fees will be processed and are non-refundable. Please review our policies as additional fees may apply.
  • If you are requesting an Exception– the administrative fee will be processed and is non-refundable even if your exception is not granted (the payment is for the review).
  • If your exception is approved you will be notified.
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Please download the form and follow the process above:

Academic Exemption Request Form

To request an Academic Exemption for courses and exams.

DOWNLOAD FORM

Certificate Program - Wall Certificate Request Form

To order a Wall Certificate for the Certificate Program you have successfully completed i.e. Certificate in Financial Services Advice

DOWNLOAD FORM

Course replacement certificate form

To order a replacement certificate for a course or Designation

DOWNLOAD FORM

Course Extension Form - 1 Year Course

To request an extension to your enrolment period.

DOWNLOAD FORM

Course Extension Form - 6 Month Course

To request an extension to your enrolment period.

DOWNLOAD FORM

Check Extension Form

To request an extension to your enrolment period.

DOWNLOAD FORM

Designation Application Certified International Wealth Manager (CIWM)

To apply for the CIWM designation.

DOWNLOAD FORM

Designation Application Chartered Investment Manager (CIM®)

To apply for the CIM® designation.

DOWNLOAD FORM

Designation Application Estate and Trust Professional (MTI®)

To apply for the MTI® designation.

DOWNLOAD FORM

Designation Application Personal Financial Planner (PFP®)

To apply for the PFP® designation.

DOWNLOAD FORM

Exception Request Form

To request an exception from CSI Policy

DOWNLOAD FORM

External Designation Recognition Request Form

To request recognition of a candidate’s external designations towards CSI Certificates & Designations

DOWNLOAD FORM

License Application Fellow of CSI (FCSI®)

To apply for the Fellow of CSI (FCSI®)

DOWNLOAD FORM

License Renewal - Application Fellow of CSI (FCSI®)

To renew the license for Fellow of CSI (FCSI®)

DOWNLOAD FORM

License Renewal - Application Fellow of CSI (FCSI®) - including late fee

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.

DOWNLOAD FORM

License Renewal - Application Fellow of CSI (FCSI®) - including late and reinstatement fees

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.

DOWNLOAD FORM

License Renewal Application Certified International Wealth Manager (CIWM)

License Renewal for the CIWM license

DOWNLOAD FORM

License Renewal Application Certified International Wealth Manager (CIWM) - including late fee

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.

DOWNLOAD FORM

License Renewal Application Certified International Wealth Manager (CIWM) - including late and reinstatement fees

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.

DOWNLOAD FORM

License Renewal Application – Estate and Trust Professional (MTI®)

License Renewal for the MTI® license

DOWNLOAD FORM

License Renewal Application – Estate and Trust Professional (MTI®) -including late fee

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.

DOWNLOAD FORM

License Renewal Application - Estate and Trust Professional (MTI®) - including late and reinstatement fees

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.

DOWNLOAD FORM

License Renewal Application - Personal Financial Planner (PFP®)

License Renewal for the PFP® license

DOWNLOAD FORM

License Renewal Application - Personal Financial Planner (PFP®) -including late fee

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.

DOWNLOAD FORM

License Renewal Application - Personal Financial Planner (PFP®) -including late and reinstatement fees

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.

DOWNLOAD FORM

License Renewal Application Chartered Investment Manager (CIM®)

License Renewal for the CIM® license

DOWNLOAD FORM

License Renewal Application Chartered Investment Manager (CIM®) - including late fee

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.

DOWNLOAD FORM

License Renewal Application Chartered Investment Manager (CIM®) - including late and reinstatement fees

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.

DOWNLOAD FORM

Re-Mark Request Form for Constructed-Response Format Exams

To request a re-mark of your constructed-response format exam (non-multiple choice)

DOWNLOAD FORM

Re-Mark Request Form for Multiple Choice Exams

To request a re-mark of your multiple choice exam

DOWNLOAD FORM

Re-Mark Request Form for CIWM Certification Examination

To request a remark of your CIWM Certification Examination

DOWNLOAD FORM

Transcript Request Form

To order an Official Transcript of all or of specific courses.

DOWNLOAD FORM

The following forms can be downloaded then faxed or mailed in (no fee is required):

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 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.

The following forms can be downloaded and mailed in with your payment (money order, certified or corporate cheque, visa, mastercard or amex), alternatively you can apply online:

(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.