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:

Will I receive a discount if I purchase more than one CSI study tool in an order?

If you purchase in the the same order, more than one CSI study tool, you will be eligible to the following discounts.

  • 10% when you buy any two of the study tools

  • 15% when you buy any three of the following study tools.


Important: A multiple purchase must be made at the same time to take advantage of the discount. In some cases, a study tool has a co-requisite, in that you need to be enrolled in the course to be able to purchase the study tool.

Place your order today!
Posted: 10.Nov.2008 in:

Where can I find a full list of courses offered by CSI?

Click here for a full listing of courses and learning aids offered by CSI. If you are eligible for corporate or discounted rates, these will be applied during the enrolment process.
Posted: 10.Nov.2008 in:

How much does the Conduct and Practices Handbook (CPH) course cost?

We offer the Conduct and Practices Handbook (CPH) course in two formats:

  1. Interactive version with hard-copy textbook


    This format includes printed textbooks, online text materials, interactive activities, pre-tests, post-tests, study planner, academic support and access to our academic advisors as well as other students via discussion forums.
    Enrol now!

  2. Interactive version with online textbook


    This format includes online text materials, interactive activities, pre-test, post-tests, study planner, academic support and access to our academic advisors as well as other students via discussion forums.
    Enrol now!

Click here for price information.

Posted: 03.Apr.2006 in:

I need help in preparing for the Certified Financial Planner (CFP) examination. Where can I find study aids?

CSI offers the Gobeil & Associates study aids to help you prepare for the Certified Financial Planner (CFP) examination.