Opportunity Questionnaire

We appreciate your interest in CSI qualifications being offered at your organization. Please take a moment and answer a few questions for us to understand your needs better. Thank you for your time!

Full name of the organization? *

Is your organization part of the Canadian Investment Regulatory Organization (CIRO)? *

• Yes
• No

Name of contact person, email address and contact number *

First

Last

Email *

Phone *

Please let us know if your organization is: *

• Credit Union
• Financial Institution
• Government Funded
• Not for Profit
• Post Secondary Institution

know part us

Please provide us with the list of Training Course and Educational Paths that your team is interested in? *

What is the anticipated date by which you need to start offering CSI qualifications? *

What is your timeline for making a decision? *

• Immediately
• 1 – 6 months
• 6+ months

We greatly value the opportunity to collaborate with your organization about the potential benefits our partnership can bring. As part of our agreement, a minimum annual commitment is required. Please confirm the expected number of enrollments in a calendar year. *

• 25 or less
• 26+

You have indicated that you anticipate 26+ enrollment in a calendar year. Kindly confirm your organization's readiness and ability to meet this financial aspect of our partnership. Your confirmation will help us in ensuring a smooth continuation of our collaborative efforts. *

• Yes, willing to make a commitment
• No, but we would like to learn more about the commitment

Once we receive your form a member of our team will reach out to you within 5 business days.

Is there anything else that you would like us to know?

Submit