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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

CSI Capstone Course for CFP® Certification



As of June 14 2019, in accordance with the announced FP Canada changes, the CSI Capstone for CFP Certification Course is no longer available for purchase. The last day to purchase a course extension was June 14, 2019. This will provide candidates with enough time to complete the capstone course prior to registration for the November 2019 exams.

CSI Capstone Course for CFP® Certification
CSI Capstone Course for CFP® Certification, Online version $N/A
Case resubmission (if you have failed your first submission attempt) $N/A


The above options are only for students who are taking the CFP Capstone for the first time. If you were once enrolled and would like to re-enrol, please see the section below to purchase your re-enrollment.

CSI no longer offers printed/online versions of the case study.  These must be purchased directly from the FP Canada.  For more information on purchasing a case study from FP Canada.


Re-Enrolment Options

CSI Capstone Course for CFP® Certification
CFP Certification Re-enrollment $N/A
Case resubmission (if you failed your first submission attempt on re-enrollment) $N/A


The above re-enrolment option is only for students who:

  • Were previously enrolled in the CSI Capstone Course but who were unable to complete all components prior to course expiry
  • Did not successfully complete the CSI Capstone Course within an enrollment and now wish to re-enrol
  • Were successful but did not challenge the FPE2 exam within 4 years of completing the CSI Capstone Course (please email to ensure you are eligible)

Any components previously completed are not transferrable. You cannot use the same case study upon your re-enrolment or re-submission.


  • Printed course materials will ship within 5-10 business days of purchase
  • Electronic course materials will be available immediately upon purchase
  • Shipping costs vary by location & will be displayed on the final screen of check out
  • Shipping and handling fees will apply to all orders that include printed course materials.


IIROC member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.