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Forms

Request forms to fulfill all your student needs

Although most requests can be fulfilled online, downloadable forms for all services available to you as a Canadian Securities Institute® (CSI) student are available here.

CSI faxes are received in a secure environment and are processed with priority. Please allow 24 hours before calling to confirm fax receipt

To download a form, select the appropriate category in the chart below and click on Form Name.
Category Form Name Purpose
Accommodation Request for Accommodation To request accommodation for courses and exams.
Designations - CE Exception Request Continuing Education Exception Request Form For students who wish to request an exception from CE requirements for PFP®, CIM®, CIWM, MTI®.
Designations - IC Exception Request Industry Contribution Exception Request Form For students who wish to request an exception from IC requirements for FCSI®
External Designation Recognition External Designation Recognition Request Form To request recognition of a candidate’s external designations towards CSI Certificates & Designations
Exceptions Exception Request Form To request an exception from CSI Policy
Academic Exemptions Academic Exemption Request Form To request an Academic Exemption for a course in certain CSI Programs
Re-Mark Re-Mark Request Form

To request a re-mark of an exam, a Strategic Wealth Plan or a CSI Capstone Course for CFP® Mini Financial Planning Case or Financial Plan.

Replacement of Certificates Replacement of Certificate Form To order a replacement copy of a Course, Program or Designation completion certificate.
Transcripts Transcript Request Form To order an Official Transcript of all or of specific courses.