CSI Forms

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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 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
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

We value your feedback

Thank you for taking the time to provide valuable feedback on your experience with our call centre.
Your insights are crucial to enhancing our services, and we appreciate your input.

How long have you been a CSI Learner?

My issue pertained to:

Exam - Booking and Preparation
Credentials – Licensing and Designations
Continuing Education – Ongoing skill development
Learning Platform – Access and Updates
Student Profile – Managing and Updating
Other

Please specify what your issue pertained to:

The call centre representative was knowledgeable and able to address my concerns.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

The call centre representative engaged with me in a professional and courteous manner and made me feel like a valued customer.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

The wait time to speak with a representative was reasonable.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

I felt satisfied with the speed at which my issue was resolved with the call centre.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

My issue was high priority and required escalation.

Yes
No

If you answered Yes, please indicate the matter that required escalation:

Overall, my experience with the call center was positive.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree