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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 is making significant upgrades to how we conduct and deliver exams. Over the past year, we have been working with our partner, Prometric, to modernize our exam delivery formats and provide students with greater flexibility, safety and a better overall exam-taking experience. Our efforts were accelerated to provide quicker accessibility as a result of the COVID-19 restrictions.

These upgrades include introducing Remotely Proctored exams and expanding our existing Computer-Based Testing (CBT) capacity to exam centres outside of Toronto and Montreal.


On December 8, 2020, students will be able to book exams CBT exams at one of our test centres in 14 major Canadian cities (St. John's (NL), Halifax, Montreal, Quebec City, Ottawa, Toronto, Hamilton, London, Winnipeg, Saskatoon, Regina, Calgary, Edmonton, Vancouver) and internationally. Students will also have the option to take the exam via remote proctoring.


Remote proctoring is an online exam delivery format that allows students in remote locations or areas still under COVID-19-related restrictions to write their proctored exams safely. Students can take their exams from the comfort of their home or office without travelling to an exam centre. Here are some benefits of remote proctoring:

  • Increases the flexibility and accessibility to book and write exams. Exams in English are available 24/7 from Mondays to Fridays and French exams are available from 9 am to 5 pm Mondays-Fridays.
  • Provides immediate pass-fail grade with official results within 24 hours.
  • Improved interface and tools to manage time during the exam (time remaining, flag questions, highlight words).
  • Provides secure and encrypted testing.

Learn more about exam day experience.


Computer-Based Testing (CBT) at an Exam Centre is an in-person exam at a dedicated test centre that provides a comfortable and quiet environment to write your exam. All our exam centres follow strict social distancing guidelines for the safety of our students and staff. Here are some benefits of computer-based testing at an exam centre:

  • Increases the availability of exam sessions. You can book your exam upto 2 days in advance (depending on availability) at no additional cost. You don't have to pay express booking fees.
  • Provides immediate pass-fail grade with officials results within 24 hours.
  • Improved interface and tools to manage time during the exam (time remaining, flag questions, highlight words).
  • Provides secure and encrypted testing.

Learn more about exam day experience.


We will be discontinuing paper-based exams for all courses at the end of the year. If you wish to write your exam in a paper-based format, please book your exam by December 7, 2020. We recommend booking as soon as possible as many cities have very limited capacity.

As of December 8, you will be able to book a remotely proctored exam or a computer-based exam at an exam centre through MyCSI.

Please note that while most exams will be available from December 8, some exams will only be available later in December 2020 and January 2021. Below are the dates when you can write your exam:

Exams available as of December 8, 2020 *
  • Advanced Investment Strategies (AIS)
  • Branch Compliance Officer's Course (BCO)
  • Branch Managers Course (BMC)
  • Canadian Securities Course (CSC)
  • Chief Compliance Officers Qualifying Examination (CCO)
  • Chief Financial Officers Qualifying Exam (CFO)
  • Conduct and Practices Handbook Course (CPH)
  • Derivatives Fundamentals Course (DFC)
  • Derivatives Fundamentals and Options Licensing Course (DFOL)
  • Futures Licensing Course (FLC)
  • Investment Funds in Canada (IFC)
  • Investment Management Techniques (IMT)
  • New Entrants Course (NEC)
  • Options Licensing Course (OLC)
  • Partners, Directors and Senior Officers Course (PDO)
  • Trader Training Course (TTC)
Exams available as of December 18, 2020 *
  • Applied Financial Planning Certification Exam 1 (AFP 1)
  • Canadian Commodity Supervisors Exam (CCSE)
  • Financial Planning I (FP I)
  • Financial Planning II (FP II)
  • Financial Planning Supplement (FPSU)
  • Options Supervisors Course (OPSC)
  • Portfolio Management Techniques (PMT)
  • Wealth Management Essentials Course (WME)
Exams available as of December 30, 2020 *
  • Applied Financial Planning Certification Exam 2 (AFP 2)
Exams available as of January 22, 2021 *
  • Advanced Derivatives Market Strategies Course (ADMS)
  • Building a Mutual Funds Advisory Practice (BMAP)
  • Certificate in Estate and Trust Strategy Exam (CETS)
  • Fundamentals of Financial Planning (FOFP)
Exams available as of January 27, 2021 *
  • Certificate in Personal Banking Exam (CPB)
  • Certificate in Retirement Strategies Exam (CRS)
  • Insurance and Retirement - Quebec (778)
  • Investment and Taxation Planning - Quebec (782)
  • Investment Dealer Compliance Course (IDCC)
  • Small Business Banking Certificate Examination (SBBE)
Exams available as of February 3, 2021 *
  • Financial Planning for Businesses - Quebec (125)
  • Fundamentals of Personal Finance - Quebec (700)
  • Legal and Ethical Ethics of Financial Planning - Quebec (790)
  • Investment and Tax Fundamentals (774)
  • Risk Management and Estate Planning - Quebec (786)
  • Technical Analysis Course (TAC)
Exams available as of February 10, 2021 *
  • Commercial Credit Certification Exam (CCL)

* Subject to change


To book your exam:

  • Log into your student profile using your student ID and password. 
  • Select "book exam" for the course exam you wish to write. 
  • Click 'ok' in the box to indicate that you have checked for any course updates before proceeding.
  • Follow the screen choices to select either an in-person (in a test centre) or a remotely proctored exam.
  • Select a location and time. Please see the table below for the available cities and timing. Click here to view our international locations.
  • If you are writing a second or third attempt, your final step will be to make the payment.

Once booked, you will receive an exam confirmation email that will include important information. Please take the time to read this carefully. The same confirmation email can be found under "my messages" when you log into your student profile. If you do not receive an email confirmation within 20 minutes of booking your exam, please check to ensure your booking was successful.

Important: Before booking a remotely proctored exam, you must ensure that you have access to appropriate computer hardware and internet specifications.  

  • Complete the ProProctor system check to confirm your system's compatibility. We strongly recommend that you use a home computer/laptop instead of your employer's computer as most firms have firewalls that will prevent the downloading of the exam even if the system check is successfully completed.


Cities Address Hours of Operation
Edmonton Prometric Test Center
8944 182nd St NW; Suite 316
T5T 2E3
Monday-Saturday 8am-5pm
Calgary Prometric Test Center
8989 MacLeod Trail SW, Suite 301 T2H 0M2
Monday-Saturday 7:30am-4:30pm
Vancouver Ashton College
1190 Melville Street, Suite 400
V6E 3W1
Monday-Saturday 8:30am-5:30pm
Winnipeg Prometric Test Center
40-1128 Henderson Highway
R2G 3Z7
Monday-Saturday 8am-5pm
St. John's Memorial University
1 Arctic Ave Univ. Center - 4th Floor, UC4000
A1B 5S7
Tues, Thur, Sat 9am-5pm
Halifax DLC Training
73 Tacoma drive, Suite 201
B2W 3Y6
Tuesday-Saturday 8am-5pm
Toronto Trios College
425 Bloor St. East, Suite 202
M4W 3R4
Monday-Saturday 8am-5pm
Toronto Cestar College
265 Yorkland Blvd, Unit 302
M2J 1S5
Monday-Saturday 8am-5pm
Toronto (CSI Office) 200 Wellington Street West, 15e étage, Toronto, Ontario
M5V 3C7
Monday-Friday 9am-10pm
Available from January 4, 2021.
London Trios College
520 First Street, Unit 1
N5V 3C6
Monday-Saturday 8am-5pm
Hamilton Trios College
4 Hughson Street South, 5th Floor
L8N 3Z1
Monday-Saturday 8am-5pm
Mississauga Prometric Test Center
1290 Central Parkway West, Suite 104
L5C 4R3
Monday-Saturday 8am-5pm
Ottawa Prometric Test Center
450 March Road, Suite 101
K2K 3K2
Tuesday-Saturday 8am-5pm
Montreal (CSI Office) 625, boul. René-Lévesque Ouest, 4e étage, Montréal (Québec) H3B 1R2 Monday-Friday 9am-10pm
Available from January 5, 2021.
Regina Prometric Test Center
3520 Fifth Avenue
S4T 0M2
Mon, Wed, Fri, Sat 7:30am-4:30pm
Quebec City Prometric Test Center
1035, Avenue Wilfrid-Pelletier,Suite 150 (Building B)
S7T 0J1
Mon, Fri, Sat 8am-5pm
Saskatoon Sylvan Learning Centre
502 Wellman Cres, Suite 140
S7T 0J1
Tuesday-Saturday 8am-5pm


Before you reschedule or cancel your exam, please be aware of the following:

  • There is no fee to reschedule or cancel your exam if you reschedule/cancel 10 or more days prior to your exam.
  • A late cancellation fee will be applicable if you cancel or reschedule within 9 and 3 days of your exam. 
  • Cancellations are not permitted within 2 days of your exam and a no-show fee will apply.

If you are sure you wish to reschedule or cancel, please log into your student profile and select 'book/reschedule/cancel exams.'  Follow the instructions on the screen to cancel or reschedule your exam.

Note: if you paid rewrite fees, these will be refunded at the time of cancellation and you will need to repay at the time of rescheduling.

If you cancel your exam you will also receive an email exam cancellation notification, the same notification letter can be found under "my messages" when you log into your student profile. If you do not receive an email notification within 20 minutes of cancelling your exam, please check to ensure your exam was cancelled successfully.

When purchasing a course extension this does not automatically cancel any exams you may have already scheduled for this course. If you do not wish to write your exam you must still abide by the exam cancellation policies and provide sufficient notice.



If you have any questions or want additional information, please send us an email at or call 416.364.9130 or 1.866.866.2601 (toll-free within Canada) between 9 am and 8 pm ET.