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Frequently Asked Questions

AM I ELIGIBLE FOR ACADEMIC EXEMPTIONS?
If you have completed courses with another educational institute you may be eligible for exemptions. 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.
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.
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.
ARE THERE ANY SPECIFIC TECHNICAL REQUIRMENTS THAT I SHOULD BE AWARE OF?
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
Adjusting browser settings
Downloading Adobe Acrobat Reader
Downloading Flash Player
Enabling/Disabling pop-up blockers
Trouble Shooting: Frequently Asked Questions
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.
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!
I’M AN EMPLOYEE OF A BANK OR FINANCIAL SERVICES ORGANIZATION. AM I ENTITLED TO A DISCOUNT?

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 prior to checkout.

Your organization may have a special enrollment process with CSI. Please check with your employer, HR or Training department if you are enrolling in a course as an employee of a bank or other financial institute.

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

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.

WHAT METHODS OF PAYMENT DOES CSI ACCEPT?

You can pay for your CSI purchases by:

  • MasterCard, Visa, American Express
  • Certified cheque or Money Order
CAN I CHANGE THE START DATE OF MY SEMINAR?
You can transfer into a seminar that has a different starting date by sending a transfer request form and a $50* plus applicable taxes transfer fee to CSI.** This notice must be received by CSI at least two weeks before the first day of your original seminar. Click here to download a seminar transfer form. **As a result of extensive pre-planning required for the Effective Management Seminar, you cannot change your enrolment date in this seminar. However, if you are unable to attend, your firm may send a substitute in your place.
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.

CAN I REQUEST A NAME CHANGE?

CSI requires that all students provide a First and Last Name as it appears on their Government Issued Photo Identification. If the information provided does not match the government issued photo identification, students will not be permitted to write an exam and will incur an admin fee for name 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.

CAN I REVIEW MY EXAM BOOKLET WITH A CSI STAFF MEMBER?
For most exams, CSI provides a Student Performance Record which gives exam writers feedback on their performance on an exam.
Examination papers are not returned to students and are not available for inspection. There are no exceptions to this policy.
View our exam policies.
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.

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.
I AM ENROLLED IN A CSI SEMINAR. CAN I REQUEST A REFUND?

To be eligible for a refund, you must submit a Course Cancellation Form to CSI at least 14 days before the seminar date. You will receive a refund for the cost of your seminar enrolment, less a $100 cancellation fee.

No refunds are granted for cancellation requests received less than 14 days before the start of the seminar.

View The Seminar Refund Policy!

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.

I CANNOT PRINT MY TAX RECEIPT. WHAT SHOULD I DO?

You will need to check the 'I Agree' box before you click on the 'printer icon' to print your tax receipt.

You require the free Adobe Acrobat Reader Software to print your tax receipt. If you do not have this software, you will need to install.

From the MyCSI menu, log-in to your student profile, then click on "My Receipts". Locate the Get Adobe Reader icon, just above "Revenue Canada Tax Receipt". You can download and install from there.

I ENROLLED IN A CSI COURSE WITH TEXTBOOKS - WHEN WILL I RECEIVE MY BOOKS?
Your textbooks will be shipped within 5 - 10 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.

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:

I HAVE QUESTIONS REGARDING VOLUNTARY PARTICIPATION AND THE CURRENCY OF MY COURSE FOR LICENSING SHOULD I CALL CSI?

As a first step CSI recommends you contact your Compliance Officer (if employed) and in addition we ask that you review the regulator website in your Canadian Province so that you have the most accurate, up to date information. You may find the following links useful:

courses/IDA_vp.xhtml
http://www.iiroc.ca/Rulebook/MemberRules/Rule02900_en.pdf#page=13
https://www.securities-administrators.ca/registration.aspx?id=858

CSI is a course administrator and questions related to licensing are best answered by the relevant authority, however if you need guidance we'd be happy to help. Email us at customer_support@csi.ca

I HAVE REGISTERED FOR A CSI SEMINAR. WHAT HAPPENS IF THIS SEMINAR IS CANCELLED?

Despite our best efforts, it's sometimes necessary to cancel a seminar. If this happens, we will offer you a full refund or (where applicable) the choice of an alternate date.

We will also contact you prior to the start date to inform you of the seminar status.

View The Seminar Refund Policy!

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.
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.
I RESIDE OUTSIDE OF CANADA. AM I ELIGIBLE TO USE MY TAX RECEIPT AS A CREDIT?

If you have taxable income in Canada, you are eligible to claim this credit.

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.

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.

I WROTE MY EXAM CLOSE TO MY COURSE EXPIRY DATE. WILL MY PROFILE BE UPDATED TO SHOW MY EXAM RESULTS?

Exam results are available within 15 business days for scanned multiple choice exams and computer base exams; 20 business days for all other exams. If you wrote your exam close to your expiry date, this may result in your course status showing as 'expired' while your exam is being marked. In such a case, your student profile will be updated to show your exam results when released.

If a course extension is required, you need to submit the form, as soon as your exam results are available.

I'VE FORGOTTEN MY STUDENT ID AND PASSWORD HOW DO I RESET?
Click here to reset your password.
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.

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
WHAT FEES DOES MY TUITION TAX RECEIPT INCLUDE?

Your tax receipt includes all tuition fees paid to CSI during a specific calendar year.

Your receipt does not include charges for:

  • Shipping and Handling
  • Study aid products
  • Membership or renewal fees
  • Exam "no show" or late cancellation fees
  • Certificate Frames
  • Cancellation and substitution fees
  • Exceptions Assessor Fee
WHAT SELF-SERVE OPTIONS ARE AVAILABLE TO ME?

CSI offers a range of self-serve options which will assist both in the support of your learning as well as upon completion of your course. Please log in to your student profile and the following links will help you self-serve:

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.
WHERE CAN I ACCESS MY EXAM RESULTS?
Your exam results are available online. Please Log-in to your "MyCSI" and click on the 'Access exam results' tab, to view your exam results.
WHERE CAN I ACCESS TRANSCRIPT & STUDENT PERFORMANCE RECORD?
Your Transcript and Student Performance Records are available online. Please Log-in to your "MyCSI" and click on the 'Download transcripts/Student performance records' tab
WHERE CAN I FIND A LIST OF CSI COURSES REQUIRED FOR LICENSING?
CSI offers courses that meet the educational requirements for positions regulated by IIROC, MFDA and the Canadian Insurance Councils. Please note that in addition to these educational requirements, these positions often have both employment and work experience criterion. View a list of CSI Licensing Courses!
WHERE CAN I FIND A SALES RECEIPT FOR MY RECENT REGISTRATION/PURCHASE?
Your sales receipt is available online . Please Log-in to your "MyCSI" and click on the 'View Receipts' tab, to view your order confirmation and information about your sales receipt.
WHERE CAN I FIND INFORMATION ABOUT THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC)?
Please visit the IIROC website at www.iiroc.ca.
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.

WHERE CAN I FIND MY NOTICE OF COURSE COMPELTION?
Your Notices of Course Completion is available online. Please Log-in to your "MyCSI" and click on the 'Download Notice of Completion' tab.
WHERE CAN I GET INFORMATION ABOUT IIROC LICENSING?

Information about the Investment Industry Regulatory Organization of Canada (IIROC), registration for dealing in stocks, bonds, derivatives and other investment products is available on the Investment Industry Regulatory Organization of Canada (IIROC) website.

View more information about our courses and designations.

WHERE CAN I GET INFORMATION ABOUT MUTUAL FUND LICENSING?

Information about mutual fund licensing and registration is available on the Mutual Fund Dealers Association of Canada (MFDA) website. Click here to visit the MFDA website.

Click here to view information about our courses and designations.

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.
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.

WHY IS MY TAX RECEIPT MARKED DUPLICATE?

An original copy of your tax receipt is available for printing once. If the tax receipt you printed is marked 'duplicate', this means that either you or CSI, upon your request, have printed previously.

A duplicate copy is acceptable for tax purposes.

WILL I RECEIVE A T2202 TAX RECEIPT?

Form T2202 is the Tuition and Education Amounts Certificate.

CSI issues a tuition tax receipt. To claim this credit for the tax year, please refer to instructions on your tuition receipt.

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.
I COMPLETED A CSI COURSE A FEW YEARS AGO. HOW DO I ORDER AN UPDATED VERSION OF THE TEXTBOOK?
Click here to purchase the Canadian Securities Course (CSC) textbook.
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.