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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.

Other Services (Exemptions, Student Records, Document Replacement and External Designation Recognition)

Student Records

A complete listing of all courses is available in the Academic History section through your MyCSI page. You may view, print or email a copy from the Notice Access Centre.

Official copies can be issued for a fee by submitting a Transcript Request Form

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 request to 1-866-866-2660 (Canada & USA) or 416-359-0486 or email

Document Replacement

If you lose or damage your diploma, certificate, transcript or Student Records, you can replace them (A fee will apply).

Please fax your request to 1-866-866-2660 (Canada & USA) or 416-359-0486 or email and include your payment information.

Academic Exemptions

Course exemptions avoid unnecessary duplication of prior educational experience and are granted for courses already completed at Universities, Colleges or other select organizations. Each program has a limit to the number of course exemptions that will be granted. Students can apply for an exemption in writing by completing an Exemption Request Form. Exemptions are subject to a non-refundable Administrative Fee. Students who are denied exemption will not be charged additional exemption fees. Exemptions are reflected in students’ files in the Academic History section under Course Exemptions Granted.

5 - Year Rule
Academic Exemptions may be denied for courses that do not meet the 5 - year currency rule. Students looking for exemptions for certain core courses leading up to a CSI designation /certificate (taken either with CSI or a different institute) must ensure that the course(s) were completed less than 5 years prior to application. If you'd like a list of courses for which the currency rule applies please email us at

External Designation Recognition

CSI recognizes that candidates’ external designations such as the CFP®, CLU, CFA etc. signify proficiency and expertise in a given area. Where applicable & stated, CSI will recognize candidate’s external designations towards CSI Certificates & Designations. External Designation Recognitions are subject to the candidate providing proof that he/she is a designee and currently in good standing. An External Designation Recognition fee will apply.