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Frequently Asked Questions

AM I ELIGIBLE FOR ACADEMIC EXEMPTIONS?
ARE CSI COURSES ACCESSIBLE THROUGH A MOBILE DEVICE?
ARE SHIPPING AND HANDLING CHARGES ADDED TO COURSE FEES?
ARE THERE ANY SPECIFIC TECHNICAL REQUIRMENTS THAT I SHOULD BE AWARE OF?
DO I HAVE TO ACCEPT CSI'S PRIVACY POLICY?
I'M AN EMPLOYEE OF A BANK OR FINANCIAL SERVICES ORGANIZATION. AM I ENTITLED TO A DISCOUNT?
WHAT LEVELS OF CREDENTIALS ARE OFFERED BY CSI?
WHAT METHODS OF PAYMENT DOES CSI ACCEPT?
CAN I CHANGE THE START DATE OF MY SEMINAR?
CAN I EXTEND MY COURSE?
CAN I REQUEST A NAME CHANGE?
CAN I REVIEW MY EXAM BOOKLET WITH A CSI STAFF MEMBER?
HOW LONG WILL I HAVE ACCESS TO MY ONLINE COURSE?
I AM ENROLLED IN A CSI SEMINAR. CAN I REQUEST A REFUND?
I AM WRITING A CSI EXAM IN MONTREAL. HOW DO I GET THERE?
I CANNOT PRINT MY TAX RECEIPT. WHAT SHOULD I DO?
I ENROLLED IN A CSI COURSE WITH TEXTBOOKS - WHEN WILL I RECEIVE MY BOOKS?
I HAVE JUST ENROLLED IN A CSI COURSE. WHERE CAN I FIND INFORMATION ABOUT EXAMS?
I HAVE QUESTIONS REGARDING VOLUNTARY PARTICIPATION AND THE CURRENCY OF MY COURSE FOR LICENSING SHOULD I CALL CSI?
I HAVE REGISTERED FOR A CSI SEMINAR. WHAT HAPPENS IF THIS SEMINAR IS CANCELLED?
I JUST ENROLLED IN A CSI COURSE. HOW CAN I TELL IF MY ENROLMENT WAS SUCCESSFUL?
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?
I RESIDE OUTSIDE OF CANADA. AM I ELIGIBLE TO USE MY TAX RECEIPT AS A CREDIT?
I SCHEDULED AN EXAM AND CAN'T REMEMBER THE DATE. WHAT SHOULD I DO?
I WORK FOR AN IIROC MEMBER FIRM. WHAT DO I DO TO GET THE DISCOUNT RATE?
I WROTE MY EXAM CLOSE TO MY COURSE EXPIRY DATE. WILL MY PROFILE BE UPDATED TO SHOW MY EXAM RESULTS?
I'VE FORGOTTEN MY STUDENT ID AND PASSWORD HOW DO I RESET?
MY COURSE EXPIRED AND I HAVE NOT COMPLETED IT. CAN I RE-ENROL?
WHAT DO EXTENSION FEES COVER?
WHAT FEES DOES MY TUITION TAX RECEIPT INCLUDE?
WHAT SELF-SERVE OPTIONS ARE AVAILABLE TO ME?
WHAT TYPE OF CALCULATOR SHOULD I HAVE FOR MY EXAM?
WHERE CAN I ACCESS MY EXAM RESULTS?
WHERE CAN I ACCESS TRANSCRIPT & STUDENT PERFORMANCE RECORD?
WHERE CAN I FIND A LIST OF CSI COURSES REQUIRED FOR LICENSING?
WHERE CAN I FIND A SALES RECEIPT FOR MY RECENT REGISTRATION/PURCHASE?
WHERE CAN I FIND INFORMATION ABOUT THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC)?
WHERE CAN I FIND INFORMATION ABOUT THE NUMBER OF CE CREDITS A CSI COURSE OR SEMINAR IS WORTH?
WHERE CAN I FIND MY NOTICE OF COURSE COMPELTION?
WHERE CAN I GET INFORMATION ABOUT IIROC LICENSING?
WHERE CAN I GET INFORMATION ABOUT MUTUAL FUND LICENSING?
WHERE CAN I GET INFORMATION ABOUT THE FELLOW OF CSI (FCSI) DESIGNATION?
WHY CAN'T I SEE THE FULL RED MENU BAR ON THE CSI WEBSITE?
WHY IS MY TAX RECEIPT MARKED DUPLICATE?
T2202 TAX RECEIPTS
ARE MY DESIGNATION MEMBERSHIP FEES ELIGIBLE FOR A TAX DEDUCTION?
I COMPLETED A CSI COURSE A FEW YEARS AGO. HOW DO I ORDER AN UPDATED VERSION OF THE TEXTBOOK?