FormsFor 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:
Note: Your payment will be processed only after CSI has reviewed & approved your request. There are 2 exceptions to this rule.
Please download the form and follow process above:To request an Academic Exemption for courses and exams.
$100.00
To enrol in the AFP Certification Examination Enrolment Form
$625.00
To order a Wall Certificate for the Certificate Program you have successfully completed i.e. Certificate in Financial Services Advice
$30.00
To order a replacement certificate for a course or Designation
$50.00
To request an extension to your enrolment period.
$250.00
To request an extension to your enrolment period.
$125.00
To request an extension to your enrolment period.
$50.00
To apply for the CIWM designation.
$275.00
To apply for the CIM® designation.
$275.00
To apply for the MTI® designation.
$275.00
To apply for the PFP® designation.
$275.00
To request an exception from CSI Policy
$35.00
To request recognition of a candidate’s external designations towards CSI Certificates & Designations
$150.00
To apply for the Fellow of CSI (FCSI®)
$275.00
To renew the licence for Fellow of CSI (FCSI®)
$275.00
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 licence renewal date you will be required to pay the renewal fee along with a late fee.
$325.00
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, $275 reinstatement fee in addition to the annual renewal licensee fee of $275 as well as provide proof of completion of CE for each year.
$600.00
License Renewal for the CIWM licence
$275.00
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 licence renewal date you will be required to pay the renewal fee along with a late fee.
$325.00
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, $275 reinstatement fee in addition to the annual renewal licensee fee of $275 as well as provide proof of completion of CE for each year.
$600.00
License Renewal for the MTI® licence
$275.00
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 licence renewal date you will be required to pay the renewal fee along with a late fee.
$325.00
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, $275 reinstatement fee in addition to the annual renewal licensee fee of $275 as well as provide proof of completion of CE for each year.
$600.00
License Renewal for the PFP® licence
$275.00
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 licence renewal date you will be required to pay the renewal fee along with a late fee.
$325.00
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, $275 reinstatement fee in addition to the annual renewal licensee fee of $275 as well as provide proof of completion of CE for each year.
$600.00
License Renewal for the CIM® licence
$275.00
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 licence renewal date you will be required to pay the renewal fee along with a late fee.
$325.00
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, $275 reinstatement fee in addition to the annual renewal licensee fee of $275 as well as provide proof of completion of CE for each year.
$600.00
To request a re-mark of your constructed-response format exam (non-multiple choice) $90.00
To request a re-mark of your Mini Plan, Draft or Final Plan for CSI Capstone Course for CFP for Financial Planners $90.00
To request a re-mark of your multiple choice exam $60.00
To request a re-mark of your SW360 – Strategic Wealth Plan $225.00
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):To request accommodation for courses and exams.
For students who wish to request an exception from CE requirements for FCSI, CIWM, PFP and MTI.
For students who wish to request an exception from IC requirements for FCSI
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
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