Forms


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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 are unable to apply directly online, either because supporting documentation or CSI approval is required, you can complete and submit the appropriate form below.
  • Identify the form you wish to submit
  • Select the “FILLOUT FORM” button
  • Complete the form in its entirety
  • Some forms require supporting documentation and cannot be submitted without it (refer to the form)
  • Some forms require payment upon submission. A message will follow “SUBMIT PAYMENT”. Once payment is submitted your form will be reviewed.
  • CSI will notify you if your request is approved, declined or if more information is required.

Please click form and follow process above:

To request an Academic Exemption for courses and exams.
$100.00
 
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
$75.00
 
To request an extension to your enrolment period.
  • 1 Year Course: $275.00
  • 6 Month Course: $150.00
  • Check: $75.00
To apply for the CIM®, CIWM, PFP®, and MTI® designation.
$325.00
 
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®)
$325.00
 

License Renewal Form
To renew the licence for Fellow of CSI (FCSI®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), Personal Financial Planner (PFP®), Estate and Trust Professional (MTI®).

  • Renew the license: $325.00
  • Renew the license including late fee*: $375.00
  • Renew the license including late and reinstatement fees**: $750.00
*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.
 
**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 licensee fee of $325 as well as provide proof of completion of CE for each year, for FCSI® proof of industry contribution (IC) for all years of non-renewal.
 
Re-Mark Request Form

  • To request a re-mark of your constructed-response format exam (non-multiple choice): $150.00
  • To request a re-mark of your multiple choice exam: $100.00
  • To request a remark of your CIWM Certification Examination: $250.00

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


The following forms can be filled out online (no fee is required):

Continuing Education/Industry Contribution Exception Request Form

  • CE Exception Request is for students who wish to request an exception from CE requirements for CIM®, CIWM®, PFP® and MTI®.
  • Industry Contribution Exception is for students who wish to request an exception from IC requirements for FCSI®.

Employment Verification Form (for Course Re-Enrolment Rule 2600 Application)
 

To allow CSI to release your grades to specified parties. Required for special pricing.

To request accommodation for courses and exams.


The following form(s) can be filled out online and mailed in the confirmation email 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

Enrolment Form
(Please note you can enrol directly online.)
WME course Enrolment – To enrol in a WME course.
Course Re-Enrolment Rule 2600 – For candidates who are not current employees of an IIROC member-firm.
AFP Certification Examination Application – To book an exam sitting.

 

To Purchase Multiple Frames to be Shipped to One Address Within Canada.