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; driver’s license). If it is to update full legal name the driver’s 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 driver’s license.

Canada Post Strike

CSI would like to make you aware that course textbooks will continue to be shipped as normal. Candidates who are eligible for a wall certificate may experience some delay. As soon as Canada Post activities return to normal we will continue to ensure that wall certificates are delivered within 4 – 6 weeks of successful course completion. Thank you for your understanding.

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:

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.

Where can I find information about the number of CE Credits a CSI course or seminar is worth?

If you need proof of the number of CE Credits a CSI course or seminar is worth, please download the CE Chart.

Your Notice of Completion for accredited courses will include the allocated continuing eduction credits.

The CE Credits section for each course/learning activity also contains this information.

Posted: 05.Jun.2011 in:

I recently enrolled in a CSI course – When will I receive a receipt for my order?

Your sales receipt is available online in electronic format!

If you received an order confirmation, you can view and print your sales receipt through our website.

Log-in to your "MyCSI" and click on the 'My Messages' tab, to view your order confirmation and information about your sales receipt.

Posted: 01.Mar.2011 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:

What type of calculator should I have for my exam?

Most financial calculators are acceptable as long as the calculator is non-programmable and does not print. Popular brands that students bring to exams include Sharp, Texas Instruments (TI) and Hewlett Packard (HP) calculators. We recommend you use the following list as a guideline in selecting a calculator for CSI exams: Acceptable & Recommended Financial Calculators
  • Sharp EL-738F
  • HP 10bII, 12c, 12c Platinum
  • BA35, BAII PLUS, BA II PLUS PROFESSIONAL
Basic calculators are acceptable, however, not recommended because they do not have all financial functions. Here are examples of basic calculators:
  • TI-503SV, TI-1706SV, TI-1795SV
  • Sharp EL-240SB, EL-243SB, EL-2139HB, EL-376SB
  • Casio HS-4G, HS-8V
  • Casio SL-100L, SL-300SV, SL-450L
Examples of calculators not permitted at CSI exams (this list is not exhaustive):
  • HP9g, 17bII, 17BII+, 19b, 19bII 9g, 30b, 33s, 35s, 38g, 39gs, 40gs, 48gII, 50g
  • TI-73 Explorer, 83 Plus, 84 Plus, 89 Titanium, Voyage 200
  • Sharp EL-9900C, Casio FX9860GII, ClassPad330, FX-7400GPlus, FX-9750GII
  • Casio CFX98650GIIC, CLASSPad300ClassPad330, FX-7400GPlus, FX-9750GII
In general, any calculator with graphing capability (large screen) and/or a printer is not allowed at CSI exams. Note: If you are unsure whether or not your calculator is acceptable, we suggest that you also bring a basic calculator.
Posted: 23.Dec.2010 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:

How do I schedule an exam?

To schedule an exam, click here and select "Book my exam". Please note that you will be required to log in to your profile.

Locate the exam centre nearest you.

Posted: 03.Nov.2010 in:

How do I access my online course and are there any specific technical issues that may affect my experience?

CSI's online courses are designed so that you only require basic computer skills, specifically familiarity with e-mail and web browsing.

To get the maximum benefit from your online course, please take the time to review the following information on:

Browser requirements for CSI Online courses Besides Internet access and a web browser such as Internet Explorer, you may also need a "plug-in" to access parts of your course.

If you still require help, please contact us at customer_support@csi.ca.

Posted: 07.Oct.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?

You will receive your textbooks within five 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 scheduled an exam and can’t remember the date. What should I do?

Examination booking confirmations are sent by email and to your My CSI. To access click on the "My Messages" tab. Your confirmation will include the exam date, location and any applicable instructions.

Please read your confirmation letter carefully as locations can change from session to session.

Posted: 03.Apr.2010 in:

Where can I get information about the Fellow of CSI (FCSI) designation?

Click here to visit our website and learn more about the FCSI designation.

Visit the CSI Membership site to find out more about our designations.
Posted: 03.Mar.2010 in:

What methods of payment does CSI accept?

You can pay for your CSI purchases by:

  • MasterCard, Visa, American Express
  • Cheque or Money Order

Posted: 03.Mar.2010 in:

I must write my exam by the end of the month for regulatory reasons and all the exam centres are full. What are my options?

Please send an email to exam_scheduling@csi.ca indicating your situation. A member of our customer service team will get back to you within 48 hours.

Posted: 03.Mar.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:

Do I have to accept CSI’s privacy policy?

CSI recognizes the importance of protecting your personal information. The details that we collect are used to process your requests, and we take precautions to safeguard your information once we have it.

While you can choose not to accept the policy, we can't create your student record. And, without a student record, you can't write an exam or attain accreditation.

Find out more about CSI's Privacy Policy!

Posted: 03.Mar.2010 in:

I enrolled in a CSI course and haven’t received my textbooks. What do I do?

If you don't receive your textbook within five business days of enrolling in a course, please send an email to customer_support@csi.ca. A member of our customer service team will respond within 24 hours.

Please include your name, Student ID and the name of the course you enrolled in.

Posted: 03.Mar.2010 in:

I received the wrong textbooks. What do I do?

Please send an email to customer_support@csi.ca. A member of our customer service team will respond within 24 hours.

Please include your name, Student ID, the name of the course for which you should've received textbooks and the names of the wrong textbooks. If you received the textbooks in the wrong language, please indicate the correct language as well.

Posted: 03.Mar.2010 in:

The course materials I received are damaged. What do I do?

Please email to customer_support@csi.ca.Include your name, Student ID and the name of the course.

A member of our customer service team will respond within 24 hours.

Posted: 03.Mar.2010 in:

I’ve just enrolled in a CSI course. When will I receive my study materials?

If you ordered printed textbooks, you will receive them within five days of your enrolment.

If you enrolled in an online course, you will be able to log in once you receive your enrolment confirmation email.

If you don't receive your textbook within five business days of enrolling, please send an email to customer_support@csi.ca. A member of our customer service team will respond within 24 hours.

Please include your name, Student ID and the name of the course you are taking.

Posted: 03.Mar.2010 in:

I have just enrolled in a CSI Online course. When can I access?

Once you complete your enrolment, you will receive a confirmation email containing your Student ID and a link to details about your course. 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.

Posted: 03.Mar.2010 in: