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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.

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