Welcome to the Canadian Securities Institute.
Your partner in growing your Financial Services
career.
Now, I know that there’s probably a ton
of things you’d rather be doing than sitting
through this orientation video.
But if I could ask you to just hang in there
for a few minutes - I’ll give you all the
information you need to make the absolute
most of your learning experience with CSI.
The first thing I’m going to ask you to
do is to make sure you read and fully understand
CSI’s policies.
Roll over Support & Exams and then click Policies
In this section you will bask in the warm
glow of legal jargon and disclaimers. In all
seriousness though, the last thing CSI wants
is to have you jeopardize your career because
you didn’t know something you should have.
So please make sure you spend some time here.
You’ve given CSI your hard earned money
for a reason – so let’s cut straight to
Courses. Navigate to the course you're enrolled
in by rolling over either of these tabs. Once
you select your course from the list you will
find an ambundance of information about the
course you've enrolled in you can also navigate
to your course by simply typing the course
name or ever-so-handy acryonym in our omni-present
search bar.
By clicking on the Full Course Information
Package button you will find all of the important
information on the exams you’re so very
looking forward to, including: exam weightings,
exam length, question format, and most importantly,
how many shots you have at getting the exam
right.
Now, there may come a time when you need a
little bit of help during your course - but
how do you put your hand up when you’re
not in a classroom? The financial gurus behind
this e-mail address are an incredibly busy
group, so be prepared to wait 1 or 2 business
days for a reply. For additional support - some
courses even have online discussion boards
and FAQs.
When you first registered with CSI – you
were sent an email with your Student ID number.
I understand that no one likes to be known
as a number - because quite frankly - it’s
just plain impersonal. The only time your
student ID digits become uber important is
when it's time to write your exam. So throw
the number in your cell, call it something
clever like CSI Student ID number”, and
you’re good to go.
Let’s log into your account by clicking
on the student login button You can log in
with either your Student ID, or your email
address, and the password you created. We’re
in.
The MY COURSES tab lists all the courses you
have currently enrolled in. Here you will
also be notified if there have been any updates
to the course material. As you know, things
change fast in this industry, so it is possible
that your course materials and/or your exam
may see some updates while you are enrolled.
Let’s look at your profile. The MY PROFILE
tab has all your registration information
including that oh so very important CSI Student
ID Number. Be sure to keep your profile up
to date. CSI needs your current mailing address
to send you your course textbooks and course
certificate. They’ll also need your current
e-mail address as this is how CSI will stay
in contact with you. They might flood your
inbox with special offers too.
In the MY RECEIPTS tab, You can view and print
all your sales receipts as well as find those
ever so important tax receipts. Get them here
– CSI can’t give them to you over the
phone. Tax receipts for the year you are enrolled
will be available in February of the following
year.
At the MY MESSAGES tab you will find critical
e-mails from CSI such as course enrollment
confirmation and exam booking details.
Now if we move to the right a bit you will
notice the handy little sidebar labeled MY
CSI MENU. This menu provides quick links to
the most commonly used features. You can book
an exam, access exam results, download your
transcripts; you can even extend your course!
Most of CSI’s courses offer some pretty
cool on-line features, so be sure to check
out what is available for your course. At
the top of the MY CSI MENU, you will see a
link labeled ACCESS ONLINE COURSES. When you
click this link for the first time, one of
two things might happen.
A: the on-line learning program loads perfectly
in your internet browser and you’re off
on your educational path.
B: A couple of dialog boxes may pop up saying
you need to allow popups or update your browser
software. Your browser should help you easily
make these tweaks and get you on your way.
If it is not easily resolved, please head
over to www.webct.com/tuneup for easy assistance.
In just a few minutes you’ll be configured
and good to go. And you thought IT folks held
some divine secret.
You can easily book your exam online - at
any time during your course. Exam seats fill
up quickly, so booking your exam in advance
will allow you to secure a time and place
that is convenient for you. Simply click on
the BOOK EXAM link in your MY COURSES tab
or click this link in the MY CSI MENU. Choose
your selected course, and follow the steps
online to find and book an exam sitting near
you. You must take your exam in person at
a supervised exam location. CSI provides 300
exam sittings per month in 65 centres across
Canada, as well as 10 exotic International
locations.
CSI also offers supervised Computer Based
Testing (CBT) for some of the courses at some
centres. So trade in your number 2 pencil
for a mouse and complete your exam on a computer.
We're well into the 21st century now. With
CBT you’ll get an instant pass/fail answer
(but not the test results) as soon as you
complete your exam. Detailed results for both
CBT and paper based exams are available within
21 days after the completion of your exam.
Check back often though, as CSI tends to deliver
well in advance of this timeframe. After logging
in, you can easily find all of this information
right here.
Your STUDENT PERFORMANCE RECORD lets you know
how well you did.
Your NOTICE OF COURSE COMPLETION is what everyone
will be asking you for, so make sure you know
where this one is.
Here’s a quick exam checklist to make sure
you’ve got everything you need when you
get there.
Make sure you have thoroughly read this handy
ALL ABOUT EXAMS document. You can find this
on CSI’s homepage right here. The name says
it all.
Be sure you’re familiar with the exam weightings
and format. You can find this information
by clicking on the FULL COURSE INFORMATION
button on the Course page.
Be sure you have received and addressed any
course updates which may have occurred. As
noted – these are accessible via the MY
CSI MENU.
Have your CSI Student ID number with you,
if you listened to me it should be in your
cell phone already - in which case don’t
forget your cell. If you need to find your
number again go to the MY PROFILE TAB on your
MY CSI page.
Finally make sure you review your exam confirmation
email carefully – it contains important
information about your exam. If you’ve lost
this e-mail, not to worry, you can find a
copy of this email easily in your MY MESSAGES
TAB on your MY CSI PAGE.
Well, there you have it. With a little effort
- you will soon have another prestigious certificate
to hang on your wall with pride. Would you
like a frame with that? CSI offers frames
custom fit for your certificate. Check it
out.
Thank you very much for choosing CSI as your
partner in realizing your financial education
goals. Your journey to a rewarding career
in financial services begins here!
