{"id":1097,"date":"2022-04-28T03:57:58","date_gmt":"2022-04-28T03:57:58","guid":{"rendered":"https:\/\/csipractice.wpengine.com\/?page_id=1097"},"modified":"2026-09-03T10:11:05","modified_gmt":"2026-09-03T14:11:05","slug":"forms-home","status":"publish","type":"page","link":"https:\/\/forms.csi.ca\/?page_id=1097","title":{"rendered":"Forms"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n<div class=\"column\" style=\"text-align: center;\">English | <a href=\"https:\/\/forms.csi.ca\/?page_id=1217\">French<\/a><\/div>\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n<div class=\"row\">\n<div class=\"column\">For your convenience, CSI offers a secure online payment process. We recommend using this process as you get instantaneous confirmation of your payment.<\/div>\n<div>&nbsp;<\/div>\n<div class=\"column\"><span style=\"font-size: revert;\">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.<\/span><\/div>\n<div class=\"column\">\n<ul>\n<li style=\"visibility: visible;\">Identify the form you wish to submit<\/li>\n<li style=\"visibility: visible;\">Select the &#8220;FILLOUT FORM&#8221; button<\/li>\n<li style=\"visibility: visible;\">Complete the form in its entirety<\/li>\n<li style=\"visibility: visible;\">Some forms require supporting documentation and cannot be submitted without it (refer to the form)<\/li>\n<li style=\"visibility: visible;\">Some forms require payment upon submission. A message will follow &#8220;SUBMIT PAYMENT&#8221;. Once payment is submitted your form will be reviewed. <\/li>\n<li style=\"visibility: visible;\">CSI will notify you if your request is approved, declined or if more information is required. <\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n<div>\n<h3>Please click form and follow process above:<\/h3>\n<\/div>\n<div class=\"row\">\n<div class=\"column forms\"><!--New Form Start--><p><\/p>\n<div><a href=\"https:\/\/forms.csi.ca\/?page_id=1084\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Academic Exemption Request Form<\/a><\/div>\n<div class=\"Rtable-cell\">To request an Academic Exemption for courses and exams.<\/div>\n<div class=\"Rtable-cell price\">$100.00<!--New Form END--><!--New Form Start--><\/div>\n<div>&nbsp;<\/div>\n<div><a href=\"https:\/\/forms.csi.ca\/?page_id=1164\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Certificate Program &#8211; Wall Certificate Request Form<\/a><\/div>\n<div class=\"Rtable-cell\">To order a Wall Certificate for the Certificate Program you have successfully completed i.e. Certificate in Financial Services Advice<\/div>\n<div class=\"Rtable-cell price\">$30.00<!--New Form END--><!--New Form Start--><\/div>\n<div>&nbsp;<\/div>\n<div><a href=\"https:\/\/forms.csi.ca\/?page_id=1191\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Course Replacement Certificate Form<\/a><\/div>\n<div class=\"Rtable-cell\">To order a replacement certificate for a course or Designation<\/div>\n<div class=\"Rtable-cell price\">$75.00<!--New Form END--><!--New Form Start--><\/div>\n<div>&nbsp;<\/div>\n<div><a href=\"https:\/\/forms.csi.ca\/?page_id=1125\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Course and Check Extension Form<\/a><\/div>\n<div class=\"Rtable-cell\">To request an extension to your enrolment period.<\/div>\n<ul>\n<li class=\"Rtable-cell price\">1 Year Course: $275.00<\/li>\n<li class=\"Rtable-cell price\">6 Month Course: $150.00<\/li>\n<li class=\"Rtable-cell price\">Check: $75.00<\/li>\n<\/ul>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1128\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Designation Application Form<\/a><\/div>\n<div class=\"Rtable-cell\">To apply for the CIM<sup>\u00ae<\/sup>, CIWM, PFP<sup>\u00ae<\/sup>, and MTI<sup>\u00ae<\/sup> designation.<\/div>\n<div class=\"Rtable-cell price\">$325.00<!--New Form END--><!--New Form Start--><\/div>\n<div>&nbsp;<\/div>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1165\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Exception Request Form<\/a><\/div>\n<div class=\"Rtable-cell\">To request an exception from CSI Policy<\/div>\n<div class=\"Rtable-cell price\">$35.00<!--New Form END--><!--New Form Start--><\/div>\n<div>&nbsp;<\/div>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1166\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">External Designation Recognition Request Form<\/a><\/div>\n<div class=\"Rtable-cell\">To request recognition of a candidate\u2019s external designations towards CSI Certificates &amp; Designations<\/div>\n<div class=\"Rtable-cell price\">$150.00<!--New Form END--><!--New Form Start--><\/div>\n<div>&nbsp;<\/div>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1167\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">License Application Form for Fellow of CSI (FCSI<sup>\u00ae<\/sup>)<\/a><\/div>\n<div class=\"Rtable-cell\">To apply for the Fellow of CSI (FCSI<sup>\u00ae<\/sup>)<\/div>\n<div class=\"Rtable-cell price\">$325.00<\/div>\n<div>&nbsp;<\/div>\n<p><a href=\"https:\/\/forms.csi.ca\/?page_id=1194\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">License Renewal Form<\/a><br>To renew the licence for Fellow of CSI (FCSI<sup>\u00ae<\/sup>), Chartered Investment Manager (CIM<sup>\u00ae<\/sup>), Certified International Wealth Manager (CIWM), Personal Financial Planner (PFP<sup>\u00ae<\/sup>), Estate and Trust Professional (MTI<sup>\u00ae<\/sup>).<\/p>\n<ul>\n<li>Renew the license: $325.00<\/li>\n<li>Renew the license including late fee*: $375.00<\/li>\n<li>Renew the license including late and reinstatement fees**: $750.00<\/li>\n<\/ul>\n<div>*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.<\/div>\n<div>&nbsp;<\/div>\n<div>**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\u00ae proof of industry contribution (IC) for all years of non-renewal.<!--New Form END--><!--New Form Start--><\/div>\n<div>&nbsp;<\/div>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1169\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Re-Mark Request Form<\/a><p><\/p>\n<ul>\n<li class=\"Rtable-cell price\">To request a re-mark of your constructed-response format exam (non-multiple choice): $150.00<\/li>\n<li class=\"Rtable-cell price\">To request a re-mark of your multiple choice exam: $100.00<\/li>\n<li class=\"Rtable-cell price\">To request a remark of your CIWM Certification Examination: $250.00<\/li>\n<\/ul>\n<\/div>\n<p><!--New Form END--><\/p>\n<p><!--New Form Start--><\/p>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1171\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Transcript Request Form<\/a><\/div>\n<div class=\"Rtable-cell\">To order an Official Transcript of all or of specific courses.<\/div>\n<div class=\"Rtable-cell price\">$35.00<\/div>\n<p><!--New Form END--><\/p>\n<\/div>\n<\/div>\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n<div>\n<h3>The following forms can be filled out online (no fee is required):<\/h3>\n<\/div>\n<div class=\"row\">\n<p><!--New Form END--><\/p>\n<p><!-- \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1272\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">AFP Certification Examination Application Form<\/a><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n --><\/p>\n<p><!--New Form END--><\/p>\n<p><!--New Form Start--><\/p>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1174\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Continuing Education\/Industry Contribution Exception Request Form<\/a><p><\/p>\n<ul>\n<li class=\"Rtable-cell\">CE Exception Request is for students who wish to request an exception from CE requirements for CIM<sup>\u00ae<\/sup>, CIWM<sup>\u00ae<\/sup>, PFP<sup>\u00ae<\/sup> and MTI<sup>\u00ae<\/sup>.<\/li>\n<li class=\"Rtable-cell\">Industry Contribution Exception is for students who wish to request an exception from IC requirements for FCSI<sup>\u00ae<\/sup>.<\/li>\n<\/ul>\n<\/div>\n<p><!--New Form END--><\/p>\n<\/div>\n<p><!-- \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1270\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Course Re-Enrolment Rule 2600 Form<\/a><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n<div class=\"Rtable-cell\">For candidates who are not current employees of an IIROC member-firm.<\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n --><\/p>\n<p><!--New Form END--><\/p>\n<p><!--New Form Start--><\/p>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1186\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Employment Verification Form<\/a> (for Course Re-Enrolment Rule 2600 Application)<\/div>\n<div class=\"Rtable-cell\">&nbsp;<\/div>\n<p><!--New Form Start--><\/p>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1172\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Information Release Consent Agreement<\/a><\/div>\n<div class=\"Rtable-cell\">To allow CSI to release your grades to specified parties. Required for special pricing.<\/div>\n<p><!--New Form END--><\/p>\n<p><!--New Form Start--><\/p>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1170\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Request for Accommodation<\/a><\/div>\n<div class=\"Rtable-cell\">To request accommodation for courses and exams.<!--New Form END--><!--New Form Start--><\/div>\n<p><!--New Form End--><\/p>\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n<div>\n<h3>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:<\/h3>\n<p><b>Please note: applications faxed or emailed with credit card information will not be processed<\/b><\/p>\n<\/div>\n<div class=\"row\">\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1332\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Enrolment Form<\/a> <br \/>(Please note you can enrol directly online.)<\/div>\n<div class=\"Rtable-cell\">WME course Enrolment &#8211; To enrol in a WME course. <br \/>Course Re-Enrolment Rule 2600 &#8211; For candidates who are not current employees of an IIROC member-firm. <br \/>AFP Certification Examination Application &#8211; To book an exam sitting.\n<p>\u00a0<\/p>\n<p><!--New Form END--><!--New Form Start--><\/p>\n<\/div>\n<div class=\"Rtable-cell Rtable-cell--head\"><a href=\"https:\/\/forms.csi.ca\/?page_id=1224\" target=\"_blank\" rel=\"noopener, noreferrer noopener\">Frame Order Form<\/a><\/div>\n<div class=\"Rtable-cell\">To Purchase Multiple Frames to be Shipped to One Address Within Canada.\n<p>\u00a0<\/p>\n<p><!--New Form END--><!--New Form Start--><\/p>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>English | French For your convenience, CSI offers a secure online payment process. We recommend using this process as you get instantaneous confirmation of your payment. &nbsp; 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 [&hellip;]<\/p>\n","protected":false},"author":42,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-1097","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/forms.csi.ca\/index.php?rest_route=\/wp\/v2\/pages\/1097","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/forms.csi.ca\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/forms.csi.ca\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/forms.csi.ca\/index.php?rest_route=\/wp\/v2\/users\/42"}],"replies":[{"embeddable":true,"href":"https:\/\/forms.csi.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1097"}],"version-history":[{"count":0,"href":"https:\/\/forms.csi.ca\/index.php?rest_route=\/wp\/v2\/pages\/1097\/revisions"}],"wp:attachment":[{"href":"https:\/\/forms.csi.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1097"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}