Strategic Wealth 360 Policies and Processes

You are allowed to reschedule your telephone Client Interview only under extenuating circumstances such as medical or bereavement, and other circumstances. In the case of an extenuating circumstance request, you must provide relevant documentation. For more details, please see the Policies for CSI Students. To reschedule your Client Interview, please email your request to CSILearningservices@csi.ca.

• You can withdraw if you notify CSI by email, fax, or regular mail of your desire to cancel within two weeks (14 days) of your enrolment. No refunds will be provided after the initial two week period. No refunds will be provided after the Strategic Wealth 360 session has begun. See Refunds for Cancellations for more details.
• You may reschedule your enrollment to another Strategic Wealth 360 session without penalty, if you notify CSI by email, fax, or regular mail, two weeks (14 days) before the scheduled start of your enrolled session. Students will not be permitted to reschedule their Strategic Wealth 360 session within two weeks of the start of their enrolled session.

In extenuating circumstances, CSI’s Exception Decision Process will apply.

Successful completion of the Wealth Plan component is required to pass Strategic Wealth 360. All plans are automatically marked by two markers independently of one another and those combined marks determine the final result. If the marking of your Wealth Plan results in a failing grade, you will receive feedback on your plan; to complete the program you would need to re-enroll in the program.

After 2 unsuccessful attempts, you are required to wait six months before re-enrolling in the Strategic Wealth 360. This is to encourage you to revisit your plan and also the course study materials with a focus on the areas where the feedback provided recommends further study and practice.

You are allowed to reschedule your Oral Presentation only under extenuating circumstances such as medical or bereavement, and other circumstances. In the case of an extenuating circumstance request, you must provide relevant documentation. For more details, please see the Policies for CSI Students. To reschedule your Oral Presentation, please email your request to CSILearningServices@csi.ca.