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I Policy

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.
Cancellation - Course or Seminar Course or Seminar Cancellation Form To request a cancellation of your course or seminar. Please refer to CSI cancellation policies and fees.
Certificate Program - Wall Certificate Request Form Certificate Program - Wall Certificate Request Form To order a Wall Certificate
Certificate Program - Certificate in Small Business Banking Certificate in Small Business Banking Application Form To apply for the Certificate in Small Business Banking
CE Credits for CFA Holders CFA – Confirmation of CE Activities  To request the submission of CSI candidates for  CFA CE purposes
Course and Check Extensions Course and Check Extension Form To request an extension to your enrolment period.
Designations - CE Exception Request CE Exception Request Form For students who wish to request an exception from CE requirements for FCSI, CIWM, PFP and MTI.
Designations - IC Exception Request Industry Contribution Exception Request Form For students who wish to request an exception from IC requirements for FCSI
Designations - Certified International Wealth Manager Designation Application Certified International Wealth Manager To apply for the CIWM designation.
Designations - Certified International Wealth Manager Licence Renewal Application CIWM License Renewal for the CIWM licence
Designation - Chartered Investment Manager (CIM®) Designation Application Chartered Investment Manager (CIM®) To apply for the designation Chartered Investment Manager (CIM®)
Designation - Chartered Investment Manager (CIM®) License Renewal Application Chartered Investment Manager (CIM®) License Renewal for the CIM® Designation
Designations - Personal Financial Planner (PFP®) Designation Application Personal Financial Planner (PFP®) To apply for the PFP® designation.
Designations - Personal Financial Planner (PFP®) License Renewal Application - Personal Financial Planner (PFP®) License renewal for the PFP® designation.
Designations - Estate and Trust Professional (MTI®) Designation Application Estate and Trust Professional(MTI®) To apply for the MTI® designation.
Designations -Estate and Trust Professional (MTI®) License Renewal Application – Estate and Trust Professional (MTI®) License renewal for the MTI® designation
External Designation Recognition External Designation Recognition Request Form To request recognition of a candidate’s external designations towards CSI Certificates & Designations
Enrolment Course Enrolment Form To enrol in a CSI course.
Enrolment AFP Certification Examination Enrolment Form To enrol in the AFP Certification Examination Enrolment Form
Enrolment CSI Capstone Course for CFP Certification To enrol in the CSI Capstone Course for CFP Certification
Exams Exam Application Form (Exams Within Canada) To book an exams sitting (exams within Canada)
Exams Exam Application Form (International Exams) To book an exam sitting (international/Caribbean exams)
Exams AFP Certification Examination Application Form To book an exam sitting
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
Fellow of CSI (FCSI®) Licence Application Fellow of CSI (FCSI®) To apply for the Fellow of CSI (FCSI®)
Fellow of CSI (FCSI®) Fellow of CSI (FCSI®) Licence Renewal Application To renew the licence for Fellow of CSI (FCSI®)
Frames Frame Order Form To Purchase Multiple Frames to be Shipped to One Address Within Canada
Release of Information Information Release Consent Agreement To allow CSI to release your grades to specified parties. Required for special pricing.
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.
Seminars Seminar Enrolment Form For information, dates and to enrol in a CSI seminar.
Seminars Seminar Transfer Form To transfer into the same seminar that has a different starting date.
Textbooks Textbook Order Form To allow students currently enrolled, graduates or exempted from a course to purchase a replacement hard-copy textbook.
Transcripts Transcript Request Form To order an Official Transcript of all or of specific courses.