Skip to navigation Skip to content

CSI Forms

Home
_inactive_Form Product
2023 Newcomers Contest
Academic Exemption Request Form
Appeal of Ethics Committee Decision Form
Become a CSI Subject Matter Expert
Behave Technologies Request Form
Bon de commande de cadres
Canadian Investment Funds Course (CIFC) Exemption Request Form
Certificate Program – Wall Certificate Request Form
CIM Non-Renewing Credential Holder Feedback
CIWM Non-Renewing Credential Holder Feedback
Confirmation et paiement Soumettre
Confirmation Page – Form Received (for Exception Request Form)
Confirmation Page – Form Received (for Exemption Request)
Confirmation Page – Form Received (General)
Continuing Education/Industry Contribution Exception Request Form
Corporate Solutions English
Course and Check Extension Form
Credential Holder Complaint Form
Demande d’accommodement
Demande d’exception aux exigences de formation continue/relatives à l’apport au secteur
Demande d’exemption de cours
Demande d’exemption de Cours sur les fonds d’investissement au Canada
Demande de dérogation aux règles de CSI
Demande de deuxième correction
Demande de licence de Fellow de CSI (FCSI^MD)
Demande de licence de Fellow de CSI (FCSI^MD) – New Pathway
Demande de prolongation de cours et cours pratique
Demande de reconnaissance de titres professionnels de l’extérieur
Demande de relevé des résultats
Demande de remplacement de certificat
Demande de renouvellement de la licence
Demande de titre professionnel
Demande de titre professionnel Conseiller désigné en services financiers(DFSA^MC)
Demo
Designation Application Designated Financial Services Advisor (DFSA™)
Designations Form
Employment Verification Form
Enrolment Form
Entente relative au consentement
Exception Request Form
External Designation Recognition Request Form
FCSI Non-Renewing Credential Holder Feedback
FormProductSubmit
Forms
Forms Product Page
Formulaire d’inscription
Formulaire d’occasion de partenariat
Formulaire de demande de fusion de profils
Formulaire de demande de rapports de Behave Technologies
Formulaire reçu
Formulaire reçu (for Exception Request Form)
Formulaire reçu (for Exemption Request)
FORMULAIRES
Frame Order Form
Information Release Consent Agreement
License Application Fellow of CSI (FCSI®)
License Application Fellow of CSI (FCSI®) – New Pathway
License Renewal for Designated Financial Services Advisor (DFSA™)
License Renewal Form
My account
OH Behave Request
Opportunity Questionnaire
PFP® Non-Renewing Credential Holder Feedback
Profile Merge Request Form
Programme de certificat – Demande de certificat mural
Re-Mark Request Form
Renouvellement de la licence de Conseiller désigné en services financiers(DFSA)
Replacement of Certificate Form
Request for Accommodation
TalentPro Posting
Transcript Request Form
User Account
User Public Account
VÉRIFICATION DE OCRI
Votre avis nous intéresse.
Votre avis nous intéresse.
We value your feedback
We value your feedback
Wishlist
Z-test-Designation Application Designated Financial Services Advisor (DFSA™)
Z-test-Employment Verification Form (DFSA)
Z-Testing Form

Continuing Education/Industry Contribution Exception Request Form

PERSONAL INFORMATION

Student ID *

Identity Verification Birthdate *

Name *

First

Last

Gender *

Female
Male
Non-Binary

Language preference for communication *

English
French

Preferred Email Address *

Alternate Email Address

Phone number to reach you *

Personal
Business
Both

Personal Phone *

Business Phone *

Address *

Home Address
Business Address
Both

Home Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Business Branch Transit Number (if applicable)

Employee Number

Employer

Direct Manager

Business Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Please select the exception you wish to request: *

Request the exception due to: *

Maternity Leave
Illness/Disability
Other Circumstances

Year and Length of Exception Requested *

Please provide details explaining the need for the exception.

Documents to support the need for the exception *

Click or drag files to this area to upload. You can upload up to 20 files.

Declaration *

I, the undersigned state that the information contained in this request is accurate and permit CSI to verify any information provided in this request.

Signature *

Clear Signature