Enrolment Form Please enable JavaScript in your browser to complete this form.Please choose a form: *— Select Form —WME® Courses Enrolment FormCourse Re-Enrolment Rule 2600 FormAFP Certification Examination Application Form Please choose a WME course: *— Select WME® course —WME Course For Wealth Managers (WME-WM)WME Course For Investment Managers (WME-IM)WME Course For Financial Planners (WME-FP) IMPORTANT: The Course Re-Enrolment Rule 2600 Form is for candidates who are not current employees of an CIRO member-firm. If you are currently employed by an CIRO affiliated firm, please enrol courses directly online. In order to qualify for the discount, candidates must: have successfully completed one of the regulatory courses listed in the drop down menu below within the past 10 years have an authorized representative of an CIRO member firm confirm that they are required to re-enrol in the same course in order to fulfill Rule 2600 Part II A re-write requirements To enrol, complete this form and have an authorized representative complete the verification form. PERSONAL INFORMATIONStudent IDStudent ID *Identity Verification Birthdate *DD12345678910111213141516171819202122232425262728293031MM123456789101112YYYY2025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Name *FirstMiddleLastNote: Please indicate your name (including any initials used) exactly as it appears on your government-issued photo ID.Gender *FemaleMaleNon-BinaryLanguage preference for communication *EnglishFrenchHave you been previously enrolled with CSI or ICB? *YesNoIf yes, what course (most recently)? *Preferred Email Address *Alternate Email AddressPhone number to reach you *PersonalBusinessBothPersonal Phone *Business Phone *Address *Home AddressBusiness AddressBothIMPORTANT: You (or a person authorized by you) may be required to be at this address during normal business hours to receive and sign for some packages. Additional shipping and handling charges will apply if CSI has to re-ship materials because of incorrect instructions or because the courier is unable to obtain an authorized signature. CSI cannot redirect course materials after your enrolment has been processed. In some areas, packages may be redirected to a local collection depot if no one is available to sign for the delivery.Home Address *Address Line 1Address Line 2CityState / Province / RegionPostal Code— Select country —AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBolivia (Plurinational State of)Bonaire, Saint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCongo (Democratic Republic of the)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Kingdom of)EthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIran (Islamic Republic of)IraqIreland (Republic of)Isle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea (Democratic People's Republic of)Korea (Republic of)KosovoKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesia (Federated States of)Moldova (Republic of)MonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth Macedonia (Republic of)Northern Mariana IslandsNorwayOmanPakistanPalauPalestine (State of)PanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyrian Arab RepublicTaiwan, Republic of ChinaTajikistanTanzania (United Republic of)ThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUgandaUkraineUnited Arab EmiratesUnited Kingdom of Great Britain and Northern IrelandUnited States Minor Outlying IslandsUnited States of AmericaUruguayUzbekistanVanuatuVatican City StateVenezuela (Bolivarian Republic of)VietnamVirgin Islands (British)Virgin Islands (U.S.)Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsCountryEmployerBusiness Address *Address Line 1Address Line 2CityState / Province / RegionPostal Code— Select country —AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBolivia (Plurinational State of)Bonaire, Saint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCongo (Democratic Republic of the)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Kingdom of)EthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIran (Islamic Republic of)IraqIreland (Republic of)Isle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea (Democratic People's Republic of)Korea (Republic of)KosovoKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesia (Federated States of)Moldova (Republic of)MonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth Macedonia (Republic of)Northern Mariana IslandsNorwayOmanPakistanPalauPalestine (State of)PanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyrian Arab RepublicTaiwan, Republic of ChinaTajikistanTanzania (United Republic of)ThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUgandaUkraineUnited Arab EmiratesUnited Kingdom of Great Britain and Northern IrelandUnited States Minor Outlying IslandsUnited States of AmericaUruguayUzbekistanVanuatuVatican City StateVenezuela (Bolivarian Republic of)VietnamVirgin Islands (British)Virgin Islands (U.S.)Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsCountryTo which address would you like us to send your course material (if applicable) to *Business AddressHome AddressCAREER INFORMATIONOur Industry *Bank / Credit UnionSecuritiesInsuranceMutual Fund DistributionTrustInvestment ManagementEducationOtherPlease indicate the type of industry that best describes your employer.My Responsibility *AuditBranch ManagementCall CenterClaims AgentClient Facing Portfolio ManagerCommercial LendingComplianceConsumer Credit & LendingCorporate Services (HR, IT, Marketing, Operations, etc.)Corporate / Government FinanceCustomer Service RepresentativeDerivatives Sales & TradingDiscretionary ManagerEducation – FacultyEducation – StaffEducation – StudentEquity Sales & TradingEquity TradingEstate / Trust / Tax OfficerFinancial Advisor / PlannerFixed Income Sales & TradingFixed Income TradingInsurance AgentInvestment AdvisorInvestment RepresentativeMutual Fund RepresentativeMutual Fund WholesalerNew Financial Product Planning, Management, Design & LaunchPortfolio ManagerResearch AnalystRisk ManagementSmall Business Credit & LendingTrust / Estate / Tax AdministrationTrust / Tax ManagementWill / Estate PlanningPlease select only one item by putting a check mark in the box next to the function that best describes your main responsibility.Please indicate Non-CSI Designations you have been granted:Please specify CSI Designations / Certificates you would like to pursue:If your employer has instructed you to provide them, please enter your Employee Number or Invoice Code:If your employer has instructed you to provide them, please enter your Branch Transit Number or Division Code:Note: This information is available through your training or HR department. Not all employers require this information.I authorize CSI to release my CSI course enrolment history in response to prospective employer written requests including information about my enrolments and course completions and to notify me of career opportunities. *YesNoSPECIAL NEEDS ACCOMMODATION If you have a documented disability or medical condition which impedes your ability to write an exam, special arrangements can be made for you. To request special needs accommodation, please complete the Request For Accommodation Form and submit it to the Accessibility Intake Representative along with your documentation. Please make your request as soon as possible after you enrol, so we have enough time to arrange your accommodation.ENROLMENT INFORMATIONIMPORTANT: Please visit www.csi.ca/en/learning/courses/wme-wm for details of Wealth Management Essentials (WME®) for Wealth Managers course and fees. If you are enrolling through, or being funded by your employer, you may be eligible for preferred pricing. Please contact your Training or HR department for a copy of CSI’s Courses and Fees document (applicable to your employer) or call CSI at 1 (866) 866-2601 (Canada & USA) or 416-364-9130. Note: If you’ve already completed one of the following requirements you are eligible for advanced standing in the Wealth Management Essentials for Wealth Managers Course. If one of the following was not completed with CSI, proof is required at the time of enrolment. CFP® Designation (excluding CFP®s who were grandfathered in the 90s and did not complete educational requirements), or Personal Financial Planner (PFP®) Designation, or Fin.Pl. Designation (IQPF) Financial Planning I (FP I) & Financial Planning II (FP II) IQPF Professional Training Course (Cours synthèse) And, if you have already completed: CFA Designation, or Chartered Investment Manager (CIM®) Designation, or Investment Management Techniques (IMT®) Course IMPORTANT: Please visit www.csi.ca/en/learning/courses/wme-im for details of Wealth Management Essentials (WME®) for Investment Managers course and fees. If you are enrolling through, or being funded by your employer, you may be eligible for preferred pricing. Please contact your Training or HR department for a copy of CSI’s Courses and Fees document (applicable to your employer) or call CSI at 1 (866) 866-2601 (Canada & USA) or 416-364-9130. Note: If you’ve already completed one of the following requirements you are eligible for advanced standing in the Wealth Management Essentials for Investment Managers Course. If one of the following was not completed with CSI, proof is required at the time of enrolment. CFA Designation, or Chartered Investment Manager (CIM®) Designation, or Investment Management Techniques (IMT®) Course IMPORTANT: Please visit www.csi.ca/en/learning/courses/wme-fp for details of Wealth Management Essentials (WME®) for Financial Planners course and fees. If you are enrolling through, or being funded by your employer, you may be eligible for preferred pricing. Please contact your Training or HR department for a copy of CSI’s Courses and Fees document (applicable to your employer) or call CSI at 1 (866) 866-2601 (Canada & USA) or 416-364-9130. Note: If you’ve already completed one of the following requirements you are eligible for advanced standing in the Wealth Management Essentials for Financial Planners Course. If one of the following was not completed with CSI, proof is required at the time of enrolment. CFP® Designation (excluding CFP®s who were grandfathered in the 90s and did not complete educational requirements), or Personal Financial Planner (PFP®) Designation, or Fin.Pl. Designation (IQPF) Fundamentals of Financial Planning (FOFP) Course, or Financial Planning I (FP I) & Financial Planning II (FP II) Courses, or Professional Training Course (IQPF) Upload the required documents * Click or drag files to this area to upload. You can upload up to 20 files. IMPORTANT: Please visit https://www.csi.ca/en/learning/courses/iiroc-proficiency-and-education-rule/ for details of CIRO Proficiency And Education Rule. If you are enrolling through, or being funded by your employer, you may be eligible for preferred pricing. Please contact your Training or HR department for a copy of CSI’s Courses and Fees document (applicable to your employer) or call CSI at 1 (866) 866-2601 (Canada & USA) or 416-364-9130. IMPORTANT: If you are enrolling through, or being funded by your employer, you may be eligible for preferred pricing. Please contact your Training or HR department. Course Formats *— Select bundling option —Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your FamilyOnline, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF)Please choose a SLA course *— Select SLA course —Advanced Investment StrategiesCanadian Commodity Supervisors ExamCanadian Securities CourseChief Financial Officers Qualifying ExaminationConduct and Practices HandbookDerivatives Fundamentals and Options Licensing CourseDerivatives Fundamentals CourseFutures Licensing CourseInvestment Dealers Supervisors CourseInvestment Management TechniquesNew Entrants CourseOptions Licensing CourseOptions Supervisors CoursePartners, Directors and Senior Officers CoursePortfolio Management TechniquesTrader Training CourseWealth Management Essentials CourseWME Course For Financial PlannersWME Course For Investment ManagersWME Course For Wealth ManagersFee: $1120Fee: $990Fee: $1200Fee: $1070Shipping and Handling Shipping and Handling fees apply to courses with paper-based textbooks (no shipping and handling fees for courses with online textbook). Canada: $32, US and Caribbean: $50, International: $100 Applicable Taxes Please refer to: https://www.csi.ca/student/en_ca/student/policies/fees.xhtml – Tax Information PRIVACY POLICYI have read CSI’s Policies and Guidelines including the Refund Policy, Privacy Policy and Student Code of Conduct described on the website at www.csi.ca and agree to abide by the rules and regulations outlined in it. CSI’s privacy policy is designed to protect your personal information. This policy describes the personal information that CSI requires, how it will be used and under what circumstances it may be distributed to third parties. Very briefly, CSI needs to obtain certain information about you to enrol you in a course and to match your results to your academic file. Without it, we cannot accept you as a student as we wouldn’t be able to create a student record for you. We will ask for information such as your name, address and credit card number. We will only ask for the information we need, we will keep it safe and we will not sell or distribute it to anyone else. We may share it with our suppliers to better serve you, to compile records or to report to the regulators. We will not give any information to your employer unless you complete the information release consent form, or breach CSI’s Student Code of Conduct. By signing below, I confirm that I understand and consent to the collection, use and disclosure of my personal information by CSI and I agree to abide by the CSI Student Code of Conduct. Declare *I confirmed.Signature * Clear Signature If you choose not to allow CSI to collect, use and disclose your personal information you will not be able to enrol in a course but may still have options open to you. Please call 1 (866) 866-2601 (Canada & USA) or 416-364-9130.INFORMATION RELEASE CONSENT (Release of your information to employers or educational institute)In addition to CSI’s Privacy Policy above, I hereby consent to CSI disclosing to my current or future employer or educational institute my personal information as to: (i) my status with CSI and (ii) my performance in CSI courses. I acknowledge I may be eligible for preferred pricing rates negotiated between CSI and my employer and I understand that I must accept this agreement to receive such pricing. I further understand that CSI may contact my employer about my eligibility for discounted pricing rates. Further, I consent that from time to time I may be contacted by my employer or CSI for the purpose of (i) providing personal information to CSI to allow it to consolidate and calculate my compliance with regulators’ education requirements of me, and (ii) disclosing such information to my employer to facilitate management of its compliance requirements with regulators. The consent provided herein may be revoked, in whole or in part, by me by providing CSI with ten (10) business days prior written notice delivered to 625, René-Lévesque Blvd West, Suite 400, Montreal (Quebec) H3B 1R2, CANADA, attention: Customer Support. By doing so, I acknowledge that I may continue to enrol in and subscribe for CSI’s academic services but that (i) CSI’s academic services will not be made available to me at a discount, and (ii) I will be responsible for paying the incremental fees applicable to private students.Information Release Consent ConfirmBy signing below I confirm that I have read and consent to the terms and conditions of this Information Release Consent.Signature * Clear Signature Employer *Manager’s Name *Manager’s Telephone *EMPLOYMENT VERIFICATION Employment Verification Form must be completed by an Authorized Representative of an CIRO Affiliated Firm. Note: If you are not currently employed by an CIRO affiliated firm, you must obtain confirmation of Employment Verification in order to obtain the 50% discount. (If you are currently employed by an CIRO affiliated firm, please enrol courses directly online, and confirmation is not required.) Please provide the contact information of Authorized Representative. Name of Authorized Representative *Email of Authorized Representative *Submit