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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.

Requirements & Criteria for exceptions From CSI Policy

Are Exceptions Possible Due To Extenuating Circumstances?

Important: For an exception request to be considered for any of the circumstances below, the applicant is required to complete & submit an Exception Request Form along with payment and appropriate supporting documentation within a current enrollment period or no later than 90 days after the course expiry date.

You may request an exception from the CSI policy as outlined below:

Medical / Family circumstances
  • Personal illness, injury or incapacitation causing a significant obstacle to study (including difficulties experienced during pregnancy), for a period of time during your course enrolment
  • Family illness, injury or incapacitation requiring care from the student, causing a significant obstacle to study (including caring for a newborn with medical difficulties by either of the parents / caregivers), for a period of time during the course enrolment

In the case of medical circumstance request you must provide:

  • A medical document signed by a registered medical professional
  • The medical professional must be qualified to diagnose the illness or the injury being claimed
  • The documentation must state dates, length of illness or injury, along with expected recovery date indicating when studies may resume
Bereavement circumstances

Death of a family member, including spouse, partner, parent, grandparent, sibling or child, during your course enrolment period, will be considered for an exception.

In the case of a family bereavement exception request you must provide:

  • Official proof of death from the Government Registrar or the funeral home
  • Verification proving family relationship, if not evident from the official death certificate

The decision to grant an exception will take into consideration:

  • When your family member’s death occurred
  • Length of time you provided care to your family member before your family member’s death
  • Length of travel time you incurred related to your family member’s death
  • Additional responsibilities you incurred related to your family member’s death, including serving as executor of the estate or providing for additional children or parental care
Acts of God and other circumstances

In rare occurrences, a natural disaster or catastrophic occurrence may have interfered with your ability to study for, or write, an exam during an enrolment period. These circumstances may include flooding caused by natural forces, tornado, or house fire.

You must provide evidence of the occurrence in the form of an insurance report, police report or fire certificate when requesting an exception.

Exceptions are granted based on how long the event may have reasonably interfered with your studying. If your materials have been stolen, the Exceptions Assessor would have to be certain that it was impossible for you to have purchased new materials before the enrolment expiry date. In addition, you will need to provide supporting documents to confirm this claim. These documents can be: police reports, campus or transit police reports, or insurance claims. If the exception is granted it will only reflect the late stages of the enrolment and include a reasonable amount of time for you to purchase and review the material.

Important: For an exception request to be considered for any of the above circumstances, the applicant is required to complete & submit an Exception Request Form along with payment and appropriate supporting documentation within a current enrolment period or no later than 90 days after the course expiry date.

Are There Any Partial Refund Exceptions?

Partial course fee refunds are allowed if a request is received up to two weeks after enroling in a course.

Occasionally, requests are received for partial refunds after this two week period. Extenuating circumstances including serious illness and catastrophe, or a CSI error first discovered outside the enrolment period, will also be considered.

To apply for refunds the following documentation is required.

If you have a serious illness:

  • You must provide a document signed by a registered medical professional
  • The medical professional must be qualified to diagnose the illness or the injury being claimed
  • The documentation must state dates, length of illness or injury, along with expected recovery date, indicating when studies may resume

If you have a catastrophe, you must provide an insurance or police report.

Important: For an exception request to be considered for any of the above, the applicant is required to complete & submit an Exception Request Form along with payment and appropriate supporting documentation within a current enrollment period.

What's New

What's New

  • CE Cycle 9
  • CE Tracker Tool
  • Investing in Inflationary Times
  • CE Finder Tool
  • Investment Dealer Supervisors Course (IDSC)

Top Courses

Top Courses

  • Canadian Securities Course (CSC®)
  • Investments Funds In Canada (IFC)
  • Personal Financial Services Advice
  • Wealth Management Essentials
  • Derivatives Fundamentals Course

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Find a Course

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