Click this button to login to my csi Click this button to logout of my csi Click this button to get our contact information Français A A A Click this button to access your shopping cart 0
Welcome
Access Online Courses
Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu
  1. ABOUT CSI

    1. CORPORATE PROFILE

      1. About CSI
      2. Media Room
      3. Partners
    2. CAREERS

      1. Opportunities
    3. RESOURCES

      1. Webinar Series
      2. Resources Hub
      3. CSI Podium
    4. LEARNING SOLUTIONS

      1. Licensing Courses
      2. Designations
      3. Post-Secondary Students
      4. Newcomers To Canada
      5. Corporate Solutions
    5. Insiders Guide
    6. FacebookTwitterlinkedinyouTube
  2. THE CSC & IFC

    1. CSC®

      1. About the CSC®
      2. Careemap / Job Finder Tool
      3. Enrol Now
      4. CSC® Review Webinars
    2. IFC

      1. About the IFC
      2. Enrol Now
    3. ARE YOU:

    4. Visit the CSI Career Map
  3. OUR COURSES

    1. AREAS

      1. Retail Banking
      2. Financial Planning and Insurance
      3. Investment Management
        and Trading
      4. Wealth Management & Private Banking
      5. Business Banking
      6. Leadership, Management & Compliance
    2. CE COURSES

      1. Online
      2. CE Finder Tool
      3. CE Tracker Tool
      4. CE Credits
        National/Provincial (Excluding Quebec)
      5. CE Credits
        National/Quebec (IQPF/CSF)
    3. STUDY TOOLS

      1. Bundle & Save
    4. PREVIOUSLY OFFERED PRODUCTS

      1. Previously Offered Courses
      2. Previously Granted Credentials
    5. CERTIFICATION EXAMS

      1. Apply Here
      2. Frames
    6. our complete course cataloge
    7. Insiders Guide
    8. Bundle and Save with the CSC
  4. DESIGNATIONS & CREDENTIALS

    1. BUSINESS BANKING

      1. Certificate in Commercial Credit
      2. Certificate in Small Business Banking
    2. FINANCIAL PLANNING

      1. Certificate in Advanced Mutual Funds Advice
      2. Certificate in Advanced Financial Advice
      3. Certificate in Financial Services Advice
      4. Certificate in Personal Banking
      5. Personal Financial Planner (PFP®) designation
    3. INVESTMENT MANAGEMENT & TRADING

      1. Certificate in Advanced Investment Advice
      2. Certificate in Advanced Mutual Funds Advice
      3. Certificate in Derivatives Market Strategies
      4. Certificate in Equity Trading and Sales
      5. Certificate in Fixed Income Trading and Sales
      6. Certificate in Investment Dealer Compliance
      7. Certificate in Technical Analysis
      8. Chartered Investment Manager (CIM)® designation
      9. Fellow of CSI (FCSI®)
    4. LEADERSHIP, MANAGEMENT & COMPLIANCE

      1. Certificate in Banking Management
      2. Certificate in Investment Dealer Compliance
      3. Fellow of CSI (FCSI®)
    5. RETAIL BANKING

      1. Certificate in Banking Management
      2. Certificate in Financial Services Advice
      3. Certificate in Personal Banking
      4. Personal Financial Planner (PFP®) designation
    6. WEALTH MANAGEMENT

      1. Certificate in Advanced Investment Advice
      2. Certificate in Estate Planning and Trust Strategy
      3. Certificate in Retirement Strategy
      4. Certified International Wealth Manager (CIWM) designation
      5. MTI – Estate and Trust Professional®
  5. CORPORATE SOLUTIONS
      1. Home
      2. How We Work
      3. Specialisation
      4. Meet the Team
    1. Client Focused Reforms
  6. SUPPORT & EXAMS

    1. NEW STUDENTS

      1. Career Map & Job Finder Tool
      2. New Student Orientation
      3. Bundle & Save on Study Tools
    2. CURRENT STUDENTS

      1. All About Exams
      2. CSI Student Policies
      3. Accessibility Policies
    3. ADDITIONAL INFORMATION

      1. FAQs
      2. Fees
      3. Forms

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19.

Strategic Wealth 360 Policies and Processes

Strategic Wealth 360 consists of three components: a telephone Client Interview, a Wealth Plan and an Oral Presentation. You’ll see information below that describes your options and our fees if you need to reschedule one of the components, or if you are unsuccessful at your Wealth Plan.

Can I reschedule my telephone Client Interview?

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.

Can I withdraw from or reschedule my enrolment in Strategic Wealth 360?

  • 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.

What are my options if I am unsuccessful at the Strategic Wealth 360 Wealth Plan component?

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.

Can I reschedule my Strategic Wealth 360 Oral Presentation?

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.

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

Find Courses

Find a Course

  • Course By Area
  • Course By Licensing
  • Course Index
  • Course By Career Map
  • Course By CE Finder Tool

Corporate Solutions

Learning Solutions

  • CSI Podium
  • Corporate Solutions
  • Post-Secondary Students
  • Newcomers to Canada
  • Resources Hub
  • Career Map
Entrust SSL Certificate

ABOUT CSI | THE CSC & IFC | OUR COURSES | DESIGNATIONS & CERTIFICATES | CORPORATE SOLUTIONS | SUPPORT & EXAMS
Privacy Policy | Terms of Use | Cookie Notice | Sitemap | © , Moody's Analytics Global Education (Canada), Inc. | 22.07.01.ppe 2022-07-07