{"id":1546,"date":"2023-06-26T12:45:49","date_gmt":"2023-06-26T16:45:49","guid":{"rendered":"https:\/\/forms.csi.ca\/?page_id=1546"},"modified":"2026-09-03T10:11:04","modified_gmt":"2026-09-03T14:11:04","slug":"become-a-csi-subject-matter-expert","status":"publish","type":"page","link":"https:\/\/forms.csi.ca\/?page_id=1546","title":{"rendered":"Become a CSI Subject Matter Expert"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">If you think you&#8217;ve got what it takes, are passionate about the financial services industry, looking to deepen your resume and industry credibility, and ready for something more &#8211; we would like to work with you.<\/p>\n\n\n\n<style>\nh2{margin-top:0px !important}\n<\/style>\n\n\n\n<h2 class=\"wp-block-heading mt-0\">We work with the best<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Are you an expert in your field looking to expand your network, and shape the future of financial services in Canada? If so, becoming a CSI Subject Matter Expert is a perfect way to make those connections and add your mark to the industry!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Complete the following form by indicating the subject areas that interest you most, how we can contact you and how you heard about the opportunity. Upload your resume in the area provided and click \u2018Submit\u2019.<\/p>\n\n\n<div class=\"wpforms-container wpforms-container-full wpforms-container-save-resume\" id=\"wpforms-1545\"><form id=\"wpforms-form-1545\" class=\"wpforms-validate wpforms-form wpforms-ajax-form\" data-formid=\"1545\" method=\"post\" enctype=\"multipart\/form-data\" action=\"\/index.php?rest_route=%2Fwp%2Fv2%2Fpages%2F1546&#038;wpforms_form_id=1545\" data-token=\"54cf4abc20f33239260c0df0a87f9155\" data-token-time=\"1790982051\"><noscript class=\"wpforms-error-noscript\">Please enable JavaScript in your browser to complete this form.<\/noscript><div class=\"wpforms-field-container\"><div id=\"wpforms-1545-field_1-container\" class=\"wpforms-field wpforms-field-name\" data-field-type=\"name\" data-field-id=\"1\"><label class=\"wpforms-field-label\">Name <span class=\"wpforms-required-label\">*<\/span><\/label><div class=\"wpforms-field-row wpforms-field-medium\"><div class=\"wpforms-field-row-block wpforms-first wpforms-one-half\"><input type=\"text\" id=\"wpforms-1545-field_1\" class=\"wpforms-field-name-first wpforms-field-required\" name=\"wpforms[fields][1][first]\" required><label for=\"wpforms-1545-field_1\" class=\"wpforms-field-sublabel after\">First<\/label><\/div><div class=\"wpforms-field-row-block wpforms-one-half\"><input type=\"text\" id=\"wpforms-1545-field_1-last\" class=\"wpforms-field-name-last wpforms-field-required\" name=\"wpforms[fields][1][last]\" required><label for=\"wpforms-1545-field_1-last\" class=\"wpforms-field-sublabel after\">Last<\/label><\/div><\/div><\/div><div id=\"wpforms-1545-field_2-container\" class=\"wpforms-field wpforms-field-email\" data-field-type=\"email\" data-field-id=\"2\"><label class=\"wpforms-field-label\" for=\"wpforms-1545-field_2\">Email <span class=\"wpforms-required-label\">*<\/span><\/label><input type=\"email\" id=\"wpforms-1545-field_2\" class=\"wpforms-field-medium wpforms-field-required\" name=\"wpforms[fields][2]\" spellcheck=\"false\" required><\/div><div id=\"wpforms-1545-field_3-container\" class=\"wpforms-field wpforms-field-phone\" data-field-type=\"phone\" data-field-id=\"3\"><label class=\"wpforms-field-label\" for=\"wpforms-1545-field_3\">Phone<\/label><input type=\"tel\" id=\"wpforms-1545-field_3\" class=\"wpforms-field-medium wpforms-smart-phone-field\" data-rule-smart-phone-field=\"true\" name=\"wpforms[fields][3]\" aria-label=\"Phone\" ><\/div><div id=\"wpforms-1545-field_4-container\" class=\"wpforms-field wpforms-field-text\" data-field-type=\"text\" data-field-id=\"4\"><label class=\"wpforms-field-label\" for=\"wpforms-1545-field_4\">Current Employer<\/label><input type=\"text\" id=\"wpforms-1545-field_4\" class=\"wpforms-field-medium\" name=\"wpforms[fields][4]\" ><\/div><div id=\"wpforms-1545-field_7-container\" class=\"wpforms-field wpforms-field-checkbox\" data-field-type=\"checkbox\" data-field-id=\"7\"><label class=\"wpforms-field-label\">WHICH TYPES OF ACTIVITIES MOST INTEREST YOU?  Please choose all that apply.<\/label><ul id=\"wpforms-1545-field_7\"><li class=\"choice-1 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_7_1\" name=\"wpforms[fields][7][]\" value=\"Content Development - Creating and updating courses for currency and relevance\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_7_1\">Content Development - Creating and updating courses for currency and relevance<\/label><\/li><li class=\"choice-2 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_7_2\" name=\"wpforms[fields][7][]\" value=\"Exam Development and Review - Creating real-world connections between course materials and exams to challenge new learners\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_7_2\">Exam Development and Review - Creating real-world connections between course materials and exams to challenge new learners<\/label><\/li><li class=\"choice-3 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_7_3\" name=\"wpforms[fields][7][]\" value=\"Exam Review - Committees Use professional expertise to collaborate, evaluate and improve on exams\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_7_3\">Exam Review - Committees Use professional expertise to collaborate, evaluate and improve on exams<\/label><\/li><li class=\"choice-4 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_7_4\" name=\"wpforms[fields][7][]\" value=\"Exam Marking - Ensuring that advisors seeking accreditation meet today\u2019s standards\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_7_4\">Exam Marking - Ensuring that advisors seeking accreditation meet today\u2019s standards<\/label><\/li><\/ul><\/div><div id=\"wpforms-1545-field_8-container\" class=\"wpforms-field wpforms-field-checkbox wpforms-conditional-trigger\" data-field-type=\"checkbox\" data-field-id=\"8\"><label class=\"wpforms-field-label\">What language are you fluent in?<\/label><ul id=\"wpforms-1545-field_8\"><li class=\"choice-1 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_8_1\" name=\"wpforms[fields][8][]\" value=\"English\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_8_1\">English<\/label><\/li><li class=\"choice-2 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_8_2\" name=\"wpforms[fields][8][]\" value=\"French\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_8_2\">French<\/label><\/li><li class=\"choice-3 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_8_3\" name=\"wpforms[fields][8][]\" value=\"Other\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_8_3\">Other<\/label><\/li><\/ul><\/div><div id=\"wpforms-1545-field_9-container\" class=\"wpforms-field wpforms-field-text wpforms-conditional-field wpforms-conditional-show\" data-field-type=\"text\" data-field-id=\"9\" style=\"display:none;\"><label class=\"wpforms-field-label\" for=\"wpforms-1545-field_9\">Other Languages?<\/label><input type=\"text\" id=\"wpforms-1545-field_9\" class=\"wpforms-field-medium\" name=\"wpforms[fields][9]\" ><\/div><div id=\"wpforms-1545-field_10-container\" class=\"wpforms-field wpforms-field-checkbox wpforms-list-2-columns\" data-field-type=\"checkbox\" data-field-id=\"10\"><label class=\"wpforms-field-label\">WHAT SUBJECT AREA IS OF INTEREST TO YOU?  Please choose all that apply.<\/label><ul id=\"wpforms-1545-field_10\"><li class=\"choice-1 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_1\" name=\"wpforms[fields][10][]\" value=\"Compliance, Management and Leadership\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_1\">Compliance, Management and Leadership<\/label><\/li><li class=\"choice-2 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_2\" name=\"wpforms[fields][10][]\" value=\"Derivatives\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_2\">Derivatives<\/label><\/li><li class=\"choice-3 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_3\" name=\"wpforms[fields][10][]\" value=\"Introduction to Financial Services\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_3\">Introduction to Financial Services<\/label><\/li><li class=\"choice-12 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_12\" name=\"wpforms[fields][10][]\" value=\"Credit and Lending\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_12\">Credit and Lending<\/label><\/li><li class=\"choice-11 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_11\" name=\"wpforms[fields][10][]\" value=\"Financial Planning\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_11\">Financial Planning<\/label><\/li><li class=\"choice-10 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_10\" name=\"wpforms[fields][10][]\" value=\"Insurance\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_10\">Insurance<\/label><\/li><li class=\"choice-9 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_9\" name=\"wpforms[fields][10][]\" value=\"Investment Management\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_9\">Investment Management<\/label><\/li><li class=\"choice-8 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_8\" name=\"wpforms[fields][10][]\" value=\"Financial Services Licensing\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_8\">Financial Services Licensing<\/label><\/li><li class=\"choice-7 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_7\" name=\"wpforms[fields][10][]\" value=\"Mutual Funds\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_7\">Mutual Funds<\/label><\/li><li class=\"choice-6 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_6\" name=\"wpforms[fields][10][]\" value=\"Trading\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_6\">Trading<\/label><\/li><li class=\"choice-5 depth-1\"><input type=\"checkbox\" id=\"wpforms-1545-field_10_5\" name=\"wpforms[fields][10][]\" value=\"Wealth Management\"  ><label class=\"wpforms-field-label-inline\" for=\"wpforms-1545-field_10_5\">Wealth Management<\/label><\/li><\/ul><\/div><div id=\"wpforms-1545-field_13-container\" class=\"wpforms-field wpforms-field-textarea\" data-field-type=\"textarea\" data-field-id=\"13\"><label class=\"wpforms-field-label\" for=\"wpforms-1545-field_13\">How did you hear about this opportunity?<\/label><textarea id=\"wpforms-1545-field_13\" class=\"wpforms-field-medium\" name=\"wpforms[fields][13]\" ><\/textarea><\/div><div id=\"wpforms-1545-field_11-container\" class=\"wpforms-field wpforms-field-file-upload\" data-field-type=\"file-upload\" data-field-id=\"11\"><label class=\"wpforms-field-label\" for=\"wpforms-1545-field_11\">File Upload<\/label><div\n\t\tclass=\"wpforms-uploader \"\n\t\tdata-field-id=\"11\"\n\t\tdata-form-id=\"1545\"\n\t\tdata-input-name=\"wpforms_1545_11\"\n\t\tdata-extensions=\"pdf,doc\"\n\t\tdata-max-size=\"5242880\"\n\t\tdata-max-file-number=\"1\"\n\t\tdata-post-max-size=\"52428800\"\n\t\tdata-max-parallel-uploads=\"4\"\n\t\tdata-parallel-uploads=\"true\"\n\t\tdata-file-chunk-size=\"2097152\">\n\t<div class=\"dz-message\">\n\t\t<svg  viewBox=\"0 0 640 640\" focusable=\"false\" data-icon=\"inbox\" width=\"50px\" height=\"50px\" fill=\"currentColor\" aria-hidden=\"true\">\n\t\t\t<path d=\"M352 173.3L352 384C352 401.7 337.7 416 320 416C302.3 416 288 401.7 288 384L288 173.3L246.6 214.7C234.1 227.2 213.8 227.2 201.3 214.7C188.8 202.2 188.8 181.9 201.3 169.4L297.3 73.4C309.8 60.9 330.1 60.9 342.6 73.4L438.6 169.4C451.1 181.9 451.1 202.2 438.6 214.7C426.1 227.2 405.8 227.2 393.3 214.7L352 173.3zM320 464C364.2 464 400 428.2 400 384L480 384C515.3 384 544 412.7 544 448L544 480C544 515.3 515.3 544 480 544L160 544C124.7 544 96 515.3 96 480L96 448C96 412.7 124.7 384 160 384L240 384C240 428.2 275.8 464 320 464zM464 488C477.3 488 488 477.3 488 464C488 450.7 477.3 440 464 440C450.7 440 440 450.7 440 464C440 477.3 450.7 488 464 488z\"\/>\n\t\t<\/svg>\n\n\t\t<span class=\"modern-title\">\n\t\t\t\t\t\t\tDrag &amp; 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we would like to work with you. We work with the best Are you an expert in your field looking to expand your network, and shape [&hellip;]<\/p>\n","protected":false},"author":50,"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-1546","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/forms.csi.ca\/index.php?rest_route=\/wp\/v2\/pages\/1546","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\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/forms.csi.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1546"}],"version-history":[{"count":1,"href":"https:\/\/forms.csi.ca\/index.php?rest_route=\/wp\/v2\/pages\/1546\/revisions"}],"predecessor-version":[{"id":2128,"href":"https:\/\/forms.csi.ca\/index.php?rest_route=\/wp\/v2\/pages\/1546\/revisions\/2128"}],"wp:attachment":[{"href":"https:\/\/forms.csi.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}