Why can’t I see the full red menu bar on the CSI website?

If your screen resolution is 1024 x 768 or less, you will see the mobile version of the website. Instead of a menu bar across the top of the page, you will see a menu icon at the top right corner of the page which consists of three (3) horizontal lines. The mobile version's menu icon contains the same content as the menu bar of the full desktop site.
Posted: 04.May.2015 in:

Are CSI courses accessible through a mobile device?

Currently CSI Courses are only accessible through the recommended browsers stated above through the use of your laptop or desktop computer. However, we are working towards a solution that will allow our courses to be mobile compatible.
Posted: 23.Feb.2015 in:

How To Fix the “Expired or not-yet-valid certificate” Security Error Message in Internet Explorer or Firefox When Accessing Your Online Learning Portal

When connecting to CSI’s learning portal or Blackboard, users may run into a security error message “Expired or not-yet-valid certificate” popping up on the homepage. The issue is observed by users running Java 7 update 40 or greater on their computer. As a result of this problem, users may no longer be able to use Blackboard functionalities as the browser blocks any further activity by the user. To remedy the problem; please follow the steps in the PDF linked here.
Posted: 15.Jul.2014 in:

Are my designation membership fees eligible for a tax deduction?

Membership fees are not creditable as tuition and therefore are not included on the CSI tuition tax receipt.  It is up to the designee to determine if they are eligible to claim the membership deduction.  If claiming a tax deduction, CSI designees may use their sales receipt provided in their online profile at the time of membership renewal.
Posted: 24.Apr.2014 in:

I have completed a course(s) with another educational institute and I believe this may exempt me from taking a CSI course(s). What should I do?

You should submit an Exemption Request Form. Your transcript(s) will be evaluated and you will be notified of your eligibility for an academic exemption within 6 weeks. A fee is applicable for the assessment and for the academic exemption(s). Please refer to the form for additional information.

Note: CSI does not grant academic exemptions for licensing courses, e.g. CSC, CPH, OLC, FLC etc.
Posted: 02.Jul.2013 in:

What Do Extension Fees Cover?

Extension fees cover:
  • Access to the online version of the course, if applicable
  • An additional 12 months to complete your one year enrolment course
  • An additional 6 months to complete your six month enrolment course

Extension fees DO NOT cover:

  • New textbooks
  • Learning aids that were purchased separately from your course, such as Study Tools.
  • Exam re-write fees
Posted: 24.Feb.2011 in:

Can I extend my Course?

If you have not completed your course during the regular enrolment period, you’re allowed to purchase a one time extension per course enrolment.

You must apply for an extension prior to the expiry of your enrolment period. Courses designated as Continuing Education courses do not qualify for extensions.

Please note: 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.
  • If you are enrolled in a 6 month course, you qualify for a 6 month extension.
Posted: 23.Feb.2011 in:

What levels of credentials are offered by CSI?

CSI offers three levels of financial services credentials:

Credentials and letters behind your name evaluate your qualification and showcase your professional acumen. Credentials that reflect professional standards count for employees, clients and your own satisfaction.

Posted: 31.Jan.2011 in:

How do I cancel or reschedule my exam?

You have several options for canceling or rescheduling an exam:

Log-in to your profile. Select the "Book Exams" link from the CSI Menu, then select Cancel/Reschedule My Exam and follow the instructions.

Notify us in writing by sending an e-mail to exam_scheduling@csi.ca. Be sure to include your:

  • Student ID
  • Name
  • Daytime phone number
  • The city, date and time of your exam
  • Reason for cancellation

You may also fax or mail your request to us.

Please note that a minimum of 14 days notice, not including the date of your exam, must be provided in order to cancel an exam. We charge an administrative fee, even if it's your first exam attempt, if sufficient notice is not provided.

View our exam policies!

Posted: 27.Jan.2011 in:

Are shipping and handling charges added to course fees?

Shipping and handling charges are added to all courses that include printed materials (textbooks, workbooks, etc.). Charges will also be added if you order textbooks or any other products that are shipped by courier.

Shipping and handling charges vary according to the area where the items are being shipped and are subject to change.

View a list of CSI Service fees.

Posted: 27.Jan.2011 in:

When will I receive a tax receipt?

A tuition tax receipt is available in February following the calendar year of your course enrolment. Your 2015 tax receipt is now available online.  You will be able to view and print from our website. If you would like a receipt for a tax year prior to 2011 and this is not available online; email us at customer_support@csi.ca.
Posted: 11.Jan.2011 in:

I am writing a CSI exam in Montreal. How do I get there?

Exams in Montreal are held at CSI's Office:
  • 625 René-Lévesque Blvd West, 4th Floor., Montreal, QC H3B 1R2

View a map of the area and get directions to the exam center.

Posted: 27.Nov.2010 in:

I have just enrolled in a CSI course. Where can I find information about exams?

To successfully complete your course, you will need to write your exam(s) at one of CSI’s approved exam centers. Exam sessions are available on a first-come, first-serve basis, so it’s best to book early. Refer to your course details section for more information about exam content and the number of exams you’ll need to write to complete your course. Here are links to some of the key questions you may have about exams:
Posted: 05.Oct.2010 in:

I have completed my online course and need the Notice of Completion.

You can view and print a Notice of Course or Assessment Completion by logging on to your Student Profile from the MyCSI tab and selecting the option "Download Notice of Completion" from the MyCSI Menu located on the left side of the page.

What are the member benefits of the Chartered Strategic Wealth Professional (CSWP™)?

As you build your business, CSI will be working alongside you and in the background, providing individual resources, peer-to-peer support and widespread market awareness of the CSWP™ designation.
  • CSI is actively marketing the CSWP™ designation to cultivate public awareness and industry recognition of your training and unique depth of services.
  • CSI makes marketing resources available for promoting your business, educating clients and informing prospects (i.e. Access to CSWP™ client brochure - promote yourself, your practice and your credentials).
  • You'll have permission to use the CSWP™ designation and logo on your business and marketing materials.
  • Your CSWP™ designation entitles you to front-of-the-line customer service at CSI.
  • Registration in exclusive CSWP™ designation holder directory.

Where can I view The Charter of Strategic Wealth Professionals (CSWP™)?

The Charter of Strategic Wealth Professionals is the core of the CSWP™ designation. It outlines the values, beliefs and character of each designation holder, and builds client trust as a public commitment to wisdom, integrity, partnership, and client insight. View the Charter of Strategic Wealth Professionals!

Where can I find information about the Certificate in Financial Services Advice?

The Certificate in Financial Services Advice from CSI is the ONLY program of its kind that combines licensing with financial planning knowledge and practice.

View the requirements to earn the Certificate in Financial Services Advice!
Posted: 14.Jul.2010 in:

I enrolled in a CSI course with textbooks – When will I receive my books?

Your textbooks will be shipped within 5 - 10 business days of enrolling in a course.

You can track the status of your order, online through your Student Profile (My CSI). You will be required to log in with your Student ID, or email address and password.

When your order is shipped, we will send you a message which will provide details of your shipment, including a tracking number.

Posted: 11.Jul.2010 in:

I just enrolled in a CSI course. How can I tell if my enrolment was successful?

Once you complete your enrolment, you will receive a confirmation email containing your Student ID and a link to your course card. You can use your Student ID, or email address and password to log in to CSI.ca. If you enrolled in an online course, you will be able to log in once you receive your enrolment confirmation email. When you log in to CSI.ca, you’ll be able to:
  1. Access your online course (if applicable)
  2. Book your exams
  3. Check for course updates
  4. Download your transcripts/Notice of Course Completions Documents
  5. Review your course history
  6. Update your personal profile
  7. Check your messages
  8. Download your sales and tax receipts
If you ordered printed textbooks, you will receive them within five days of your enrolment. Note: International orders take longer to fulfill.
Posted: 30.Jun.2010 in:

Where can I get information about changes to the SME Studies Program?

Due to a lack of demand, CSI is no longer accepting new enrolments for courses that belong to the SME Studies Program. If you are currently on the SME Studies Program path you may enrol in the other necessary courses in order for you to complete the SME Studies Diploma requirements by April 30th, 2012. After April 30th, 2012, the SME Studies Program and all associated courses will be discontinued. Find out more about the enrollment process for existing students in the SME Studies Program.
Posted: 30.Apr.2010 in:

I completed the Canadian Securities Course (CSC) a few years ago. How do I order an updated version of the textbook?

Click here to purchase the Canadian Securities Course (CSC) textbook.
Posted: 03.Mar.2010 in:

I completed the Canadian Securities Course (CSC) a long time ago. Should I register again?

Once you've completed your Canadian Securities Course (CSC), you don't need to take it again, unless:

  • It's required for licensing
  • It's required by your employer
  • You want to stay updated

If you want to re-register, click here.

Posted: 03.Mar.2010 in:

Can I Review My Exam Booklet With A CSI Staff Member?

For most exams, CSI provides a Student Performance Record which gives exam writers feedback on their performance on an exam.

Examination papers are not returned to students and are not available for inspection. There are no exceptions to this policy.

View our exam policies.
Posted: 10.Feb.2010 in:

What fees does my tuition tax receipt include?

Your tax receipt includes all tuition fees paid to CSI during a specific calendar year.

Your receipt does not include charges for:

  • Shipping and Handling
  • Study aid products
  • Membership or renewal fees
  • Exam "no show" or late cancellation fees
  • Certificate Frames
  • Cancellation and substitution fees
  • Exceptions Assessor Fee
Posted: 24.Nov.2009 in:

I cannot print my tax receipt. What should I do?

You will need to check the 'I Agree' box before you click on the 'printer icon' to print your tax receipt.

You require the free Adobe Acrobat Reader Software to print your tax receipt. If you do not have this software, you will need to install.

From the MyCSI menu, log-in to your student profile, then click on "My Receipts". Locate the Get Adobe Reader icon, just above "Revenue Canada Tax Receipt". You can download and install from there.

Posted: 24.Nov.2009 in:

Why is my tax receipt marked duplicate?

An original copy of your tax receipt is available for printing once. If the tax receipt you printed is marked 'duplicate', this means that either you or CSI, upon your request, have printed previously.

A duplicate copy is acceptable for tax purposes.

Posted: 24.Nov.2009 in:

I reside outside of Canada. Am I eligible to use my tax receipt as a credit?

If you have taxable income in Canada, you are eligible to claim this credit.

Posted: 24.Nov.2009 in:

Will I receive a T2202 tax receipt?

Form T2202 is the Tuition and Education Amounts Certificate.

CSI issues a tuition tax receipt. To claim this credit for the tax year, please refer to instructions on your tuition receipt.

Posted: 24.Nov.2009 in:

Can I request that my tax receipt be faxed?

For security and privacy reasons, we cannot fax your tax receipt. However, upon request, we will be pleased to mail you a copy.

Note: Tax receipts are currently available for fees paid in the previous year, that qualify for a tax receipt. Tax receipts for fees paid in this year will be available in February of next year.

Posted: 24.Nov.2009 in:

My original tax receipt has been printed. Can I obtain another original?

Only one original tax receipt is available. Any subsequent reprints will be marked as duplicate.

For tax purposes, either the original or a duplicate is acceptable.

Posted: 24.Nov.2009 in:

Where can I find more information about Computer based Exams?

CSI now offers more computer-based exam testing spaces in the Toronto exam center. As of June 25, 2009, computer-based exams became available in the Montreal exam center.

Click here for a list of exams currently available in computer-based format and attempt the online demo!

Posted: 23.Jul.2009 in:

What are the Student Resources available to me in ‘My CSI’?

Your Online Learning Centre is referred to as My CSI and is available to all students. To access MY CSI, you can use your Student ID, or email address and password to log in.

In My CSI, you will be able to:

  • Access your Online Course (Textbook; Assignments; Course Updates; Special Instructions, etc. if applicable)
  • Review your Academic and Student Performance Records
  • Retrieve sales and income tax receipts
  • Receive course update information
  • Book your exam sitting (if applicable)
  • Download your transcript and Notice of Course Completion

Watch our Online Orientation Video to observe how to login and use the Online Learning Centre!

Posted: 21.Jul.2009 in:

I am enrolled in a CSI course. How can I access information pertaining to my enrolment?

Upon enrolling in a CSI course, you will receive a message in your Online Learning Center referred to as My CSI; entitled "Course Enrolment Confirmation".

This message will contain a link for course details, including information on exams, policies and procedures.

Posted: 21.Jun.2009 in:

I would like to enrol in a CSI course. Where can I find information about what to expect?

We've put together some information related to course enrolments, and what to expect once you've enrolled in a course.

If you have any questions or concerns, contact our customer service department at 1-866-866-2601, send an email to customer_support@csi.ca or refer to the contact information page.

Having problems navigating through the site? Watch our online orientation!
Posted: 04.May.2009 in:

I completed an exam. How soon will I receive my grade? How do I get my grade?

We post exam marks in the My CSI section of CSI.ca within 15 business days after you write your exam. You'll need your Student ID and password to access this portion of the site

Click here to go to My CSI.

Key in your Student ID and PIN numbers to log in. Then select the course for the exam you have written. Click on the course, the next screen will display your exam mark once posted.

Posted: 03.Mar.2009 in:

Where can I get information about my course?

You can access information about your course through your Student Profile (My CSI). Log-in to My CSI to view your course status!

Posted: 03.Mar.2009 in:

Where can I get information about a CSI course?

Visit our website for information about all our courses.

Posted: 03.Mar.2009 in:

Can I transfer from one course to another course?

Students may not transfer from one course to another course. Those who do not wish to complete their course can request a refund.
Posted: 02.Mar.2009 in:

I would like to enrol in a Public classroom course. Where can I locate the classroom schedule?

Public classroom courses are scheduled throughout the year for specific courses. Registration begins immediately upon posting of the course and concludes at the indicated registration deadline.

  • Delivered in a classroom setting with a qualified instructor.
  • Course materials consist of a textbook and study materials.
  • Most courses supported by optional assignments, tutorial assistance and newsgroups.
  • Materials sent approximatively four weeks before the classroom session begins.
  • Pre-work, including assigned reading, is to be completed prior to attending the first day of class.
  • Final exam is usually held on the last day of class.

View the Public Classroom Schedule!

Posted: 20.Jan.2009 in:

Where can I find a list of CSI courses required for licensing?

CSI offers courses that meet the educational requirements for positions regulated by IIROC, MFDA and the Canadian Insurance Councils. Please note that in addition to these educational requirements, these positions often have both employment and work experience criterion. View a list of CSI Licensing Courses!
Posted: 02.Dec.2008 in: