CSI will be performing system maintenance on Saturday April 13th 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”.

What is included in the CRS exam?

The CRS Certification Exam includes the following:

  • Three exam attempts, the first one of which is included in the registration fee
  • The complete up to date e-learning contents of the modules that comprise the Retirement Planning for High Net Worth Clients course, specifically:
    • Understanding Your Client’s Retirement
    • Asset Location Strategies
    • Goal-Based Investing
    • Protecting Family’s Wealth
    • Trust as an Asset Protection and Tax Minimization Tool
    • Protecting Wealth Against Divorce
    • Longevity of Retirement Portfolios
    • Gifting to Family Members
    • Tax Strategies During Retirement
    • Income Producing Investments

Please note that because there may be a significant time period between when you complete the Retirement Planning for High Net Worth Clients Course and when you are ready to register and write the CRS Certification Exam, we are providing the most up-to-date version of the course materials. When you are preparing to write the CRS exam, please use these materials to study.

What is the CRS exam structure?

Structure Information
Exam 1
Exam Format Proctored (remote or in person at a test centre) 
Exam Duration 2 hours
Question Format Multiple-choice
Number of questions 60
Attempts Allowed Per Exam
Passing Grade 60%

What is the CRS exam weighting?

Exam Topics Weighting
Understanding Your Client’s Retirement 14%
Asset Location Strategies 8%
Goal Based Investing 8%
Protecting Family’s Wealth 12%
Trust as an Asset Protection and Tax-Minimization Tool 8%
Protecting Wealth Against Divorce 12%
Longevity of Retirement Portfolios 10%
Gifting to Family Members 10%
Tax Strategies During Retirement 8%
Income Producing Investments 10%

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