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: