CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.


The CETS Certification Examination represents the final step for candidates who are seeking to earn the Certificate in Estate Planning and Trust Strategy.

What is the eligibility criteria?

Candidates can only enrol for the CETS Certification Exam once all the following required courses/certifications have been successfully completed:

  • PFP®, CFP®, F.PI., FMA or CLU designations, or the Wealth Management Essentials (WME®) Course or Fundamentals of Financial Planning Course.
  • Estate Planning for High Net Worth Clients Course


What credentials does this course lead to?

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