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Course Format and Policy

 Course Format

Distance Learning

Distance Learning is available anytime through continuous enrolment*. If you choose to take this self-paced option, you will have 12 months to complete your 12 month course and 6 months to complete your 6 month course. Final exams are held throughout the duration of your course. Find out more about booking your exam.

Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first).

Online

Online Learning is available up until 2 weeks after you have successfully completed the course or course expiry (whichever comes first). Please refer to your enrollment confirmation email or login to your online profile for more information about your course.

University/College

CSI courses are offered at several Universities and Colleges across Canada. Students can earn both CSI and University/College credits once they register directly through their chosen institution. Consult your school's Registrar's office for more information on how to register concurrently with CSI.

 Important Notice

Exception: Students who wish to apply to the Dalhousie University MBA (Financial Services) program will be required to complete a set of 'unique assignments'. Students who register without applying for the Dalhousie MBA (Financial Services) assignment in advance, will not be permitted to apply for the assignments during their course enrolment period or after completion. Students may apply for an exception, subject to committee review and to be determined on a case-by-case basis.

Students must complete and submit the 'unique assignments' prior to writing their first exam. Once the first exam has been written, assignments are no longer accepted.

Transcripts

How can I obtain a transcript?

You can access your transcript online free of charge. Login to your MyCSI page and select the "Download Transcript" link from the left menu. You will also have an option to send a transcript (by email) to your employer, potential employer, regulator or third party. The email will be sent by CSI. A formal transcript printed on CSI letterhead can also be requested. There is an administrative fee for this service.

Will the transcript contain all my past academic history?

Transcripts requested through will include your entire ICB academic history.

NOTE: Course Exemptions granted do not appear on web copy and if required, an academic transcript that includes them may be requested, without fee. Please fax your written request to 1-866-535-1872 (Canada & USA) or 514-878-4260.

CE Credits

Choose from a variety of specialized, undergraduate and graduate level CE Solutions designed to impact your career. Together, they represent over 5,000 hours of externally recognized CE credits and serve at the foundation towards achieving diplomas, designations or degrees. Find out more about CE Solutions.

CE credits are also available for CSI courses and seminars.