What if my name changes?

If your name (first and or last or both) has legally changed, CSI requires copy of the government issued documentation to make the change.

Acceptable Identification:
A government issued document that indicates both names (i.e. change of name certificate; marriage certificate; driverís license). If it is to update full legal name the driverís license is sufficient.

Note* If only last name change is being requested, you will have to provide a second piece of id with previous last name in addition to the driverís license.

How Long Will I Have Access to my Online Course?

Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first).† CSI recommends that you save a copy of your online materials prior to course completion.

Note: Online access to your course cannot be re-activated after your course has been moved to completion/expiry whichever comes first.

Can I extend my Course?

If you have not completed your course during the regular enrolment period, youíre 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:

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, youíll 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:

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:

My course expired and I have not completed it. Can I re-enrol?

Yes, you can re-enrol. And, because an enrolment marks the start of a new course, you'll need to re-write any exams that you already completed for that course.

Click here to view our courses and enrol online.

Posted: 03.Mar.2009 in:

How do I purchase a CSI textbook?

You need to enrol in a course before you can purchase material specific to that course.

Once you enrol, we'll send you all the material you'll need to complete the course. If you're enrolling for an online course, all study material is available online.

We sell textbooks separately. If you want a replacement textbook, click here.

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:

I work for an IIROC member firm. What do I do to get the discount rate?

If you're enrolling online, to receive your discount, key in your employer's name in the Employment And Academic Affiliations section of the 'Student Profile' enrolment form. Your discount will be reflected on the page where you need to include payment.

If you're enrolling with a paper form, indicate your firm's name in the area specified.

To find out if your firm is entitled to a discount, please email customer_support @csi.ca. Include the name of your firm with your inquiry. A member of our customer service team will get back to you within 24 hours.

Posted: 03.Mar.2009 in:

I’m an employee of a bank or financial services organization. Am I entitled to a discount?

If you'd like to find out if your organization is entitled to a discount, send an email to customer_support@csi.ca. Please be sure to include your organization's name. A member of our customer service team will get back to you within 24 hours.

Our online enrolment process automatically calculates the proper course fees for your organization.

To receive your discount, please indicate your organization's name in the affiliation section of your Student Profile during your online enrolment. The discount is reflected before you complete your enrolment.

If you're enrolling using a paper enrolment form, please indicate your organization's name in the area specified..

Posted: 03.Mar.2009 in:

I already have the Canadian Securities Course (CSC) textbook. Can I register for the exams without enrolling in the course?

To write an exam, you need to enrol in the course.

Click here to enrol online.

Posted: 03.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 get a complete list of CSI designation and certificate programs?

CSI's certificates and designations are designed for professionals in growing, competitive segments of the financial services industry who need to elevate their profile and find distinction. Each requires the completion of a series of CSI courses to enhance knowledge and ability and help you become a true expert in your profession.

View a list of CSI's Designations and Certificates!

Are there Prerequisites to enrol in a CSI course?

Most CSI courses require no prerequisites. To view a list of courses with prerequisites, click here.

Some CSI products such as Check products and Seminars have co-requisites. You must be currently enrolled in a course to purchase the study tools for that course. For example, to enrol in the CSC Check, you have to be enrolled in the CSC.

Study tools can be purchased at the same time as you enrol in the course or anytime during enrolment.
Posted: 21.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 want to enrol in a CSI course and would like to mail or fax in my enrolment. Where can I find the enrolment form?

Download and print a copy of the enrolment form.

Posted: 06.Mar.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.