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
To search CSI please enter your search query and press this button
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
    5. 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
    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.

Forms

For your convenience, CSI offers a secure online payment process. We recommend using this process as you get instantaneous confirmation of your payment.

If you choose not to make payment online, either because you have to submit supporting documentation, your request requires CSI approval or you wish to pay by certified cheque or money order please follow the process outlined below:

  • Download the applicable form and select ‘Add to Cart’
  • Key in your CC information as requested
  • Review the email from CSI which confirms your order.
  • Follow the instructions provided in the email to submit your request form online (attaching supporting documentation if required)
  • You must upload your form within 24 hours of your payment submission. If your form is not uploaded within that time your payment will be declined. If after being declined, you still wish to place your order you will have to resubmit payment and upload form.

Note: Your payment will be processed only after CSI has reviewed & approved your request. There are 2 exceptions to this rule.

  • If you are requesting an Academic Exemption – the administrative fees will be processed and are non-refundable. Please review our policies as additional fees may apply.
  • If you are requesting an Exception– the administrative fee will be processed and is non-refundable even if your exception is not granted (the payment is for the review). If your exception is approved you will be notified

Please download the form and follow process above:

Academic Exemption Request Form
To request an Academic Exemption for courses and exams.
$100.00
Certificate Program - Wall Certificate Request Form
To order a Wall Certificate for the Certificate Program you have successfully completed i.e. Certificate in Financial Services Advice
$30.00
Course replacement certificate form
To order a replacement certificate for a course or Designation
$75.00
Course Extension Form - 1 Year Course
To request an extension to your enrolment period.
$275.00
Course Extension Form - 6 Month Course
To request an extension to your enrolment period.
$150.00
Check Extension Form
To request an extension to your enrolment period.
$75.00
Designation Application Certified International Wealth Manager (CIWM)
To apply for the CIWM designation.
$325.00
Designation Application Chartered Investment Manager (CIM®)
To apply for the CIM® designation.
$325.00
Designation Application Estate and Trust Professional (MTI®)
To apply for the MTI® designation.
$325.00
Designation Application Personal Financial Planner (PFP®)
To apply for the PFP® designation.
$325.00
Exception Request Form
To request an exception from CSI Policy
$35.00
External Designation Recognition Request Form
To request recognition of a candidate’s external designations towards CSI Certificates & Designations
$150.00
License Application Fellow of CSI (FCSI®)
To apply for the Fellow of CSI (FCSI®)
$325.00
License Renewal - Application Fellow of CSI (FCSI®)
To renew the license for Fellow of CSI (FCSI®)
$325.00
License Renewal - Application Fellow of CSI (FCSI®) - including late fee
To renew the license for Fellow of CSI (FCSI®) with late fees.  If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
$375.00
License Renewal - Application Fellow of CSI (FCSI®) - including late and reinstatement fees
If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal license fee of $325 as well as provide proof of completion of CE for each year.
$750.00
License Renewal Application Certified International Wealth Manager (CIWM)
License Renewal for the CIWM license
$325.00
License Renewal Application Certified International Wealth Manager (CIWM) - including late fee
To renew the license for Certified International Wealth Manager (CIWM) with late fees.  If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
$375.00
License Renewal Application Certified International Wealth Manager (CIWM) - including late and reinstatement fees
If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal license fee of $325 as well as provide proof of completion of CE for each year.
$750.00
License Renewal Application – Estate and Trust Professional (MTI®)
License Renewal for the MTI® license
$325.00
License Renewal Application – Estate and Trust Professional (MTI®) -including late fee
To renew the license for Estate and Trust Professional (MTI®) with late fees.  If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
$375.00
License Renewal Application - Estate and Trust Professional (MTI®) - including late and reinstatement fees
If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal license fee of $325 as well as provide proof of completion of CE for each year.
$750.00
License Renewal Application - Personal Financial Planner (PFP®)
License Renewal for the PFP® license
$325.00
License Renewal Application - Personal Financial Planner (PFP®) -including late fee
To renew the license for Personal Financial Planner (PFP®) with late fees.  If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
$375.00
License Renewal Application - Personal Financial Planner (PFP®) -including late and reinstatement fees
If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal license fee of $325 as well as provide proof of completion of CE for each year.
$750.00
License Renewal Application Chartered Investment Manager (CIM®)
License Renewal for the CIM® license
$325.00
License Renewal Application Chartered Investment Manager (CIM®) - including late fee
To renew the license for Chartered Investment Manager (CIM®) with late fees.  If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
$375.00
License Renewal Application Chartered Investment Manager (CIM®) - including late and reinstatement fees
If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal license fee of $325 as well as provide proof of completion of CE for each year.
$750.00
Re-Mark Request Form for Constructed-Response Format Exams

To request a re-mark of your constructed-response format exam (non-multiple choice)

$150.00
Re-Mark Request Form for Multiple Choice Exams

To request a re-mark of your multiple choice exam

$100.00
Re-Mark Request Form for CIWM Certification Examination

To request a remark of your CIWM Certification Examination

250.00
Transcript Request Form
To order an Official Transcript of all or of specific courses.
$35.00

The following forms can be downloaded then faxed or mailed in (no fee is required):

Request for Accommodation
To request accommodation for courses and exams.
CE Exception Request Form
For students who wish to request an exception from CE requirements for FCSI, CIWM, PFP and MTI.
Industry Contribution Exception Request Form
For students who wish to request an exception from IC requirements for FCSI
Information Release Consent Agreement
To allow CSI to release your grades to specified parties. Required for special pricing.

The following forms can be downloaded and mailed in with your payment (money order, certified or corporate cheque, Visa, MasterCard or Amex), alternatively you can apply online

(Please Note: applications faxed or emailed with credit card information will not be processed):

Course Enrolment Form
To enrol in a CSI course. (Please note you can enroll directly online.)
Course Re-Enrolment Rule 2600 Form
For candidates who are not current employees of an IIROC member-firm
AFP Certification Examination Application Form
To book an exam sitting. (Please note you can book directly online.)
Frame order Form
To Purchase Multiple Frames to be Shipped to One Address Within Canada
×

IMPORTANT

In order to proceed with your request you MUST upload your completed form through your MyCSI profile page by clicking on the "Access Online Courses" button in the right hand menu.

Do not FAX or EMAIL your Request form in.

Please follow the detailed instructions you will receive by email once you submit your payment.

Your order and request will be declined if you fail to upload your Request Form and supporting documentation.

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. | 20.01.03.mkt 2020-06-12