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”.


Canada’s largest generation of baby boomers is quickly becoming the wealthiest and most influential. The country’s growing population over the age of 65 years has created a need for wealth management expertise like never before. As the world of investing becomes increasingly complex and the need of this generation for professional advice increases, the demand for qualified wealth managers with a specialization in estate planning and trust strategies has never been greater.

What skills will you develop?

This course prepares Financial Planners and Investment Advisors for a successful career in Wealth Management. Specifically, the course will equip professionals with the knowledge needed to help their clients determine and then meet their estate planning goals.

The course is one of five courses within the Dealing with High Net Worth Clients Program, which is the learning path required for the CIWM designation. You can also earn a Micro-Certificate which generates a digital badge that is uploaded to your social media sites upon your request.

Other courses within the Dealing with High Net Worth Clients Program are:

Investment Strategies For High Net Worth Clients

Retirement Planning for High Net Worth Clients

Dealing With Special High Net Worth Client Situations

Practice Management In High Net Worth Segment

Who should enrol?

The Estate Planning For High Net Worth Clients course is designed for individuals with experience in the financial services advisory professions, working within securities or mutual fund dealers, banks, or a financial planning organization in the capacity of:

  • Investment advisors
  • Financial advisors
  • Financial planners
  • Private bankers
  • Mutual fund representatives
  • Life insurance specialists

What are the course exemptions?

The Advanced Estate Planning and Trust Strategies Course (AETS) and the Advanced Retirement and Estate Planning Course (ARES) are considered equivalent courses to Estate Planning For High Net Worth Clients. As such students who have already completed AETS or ARES will be exempt from completing Estate Planning For High Net Worth Clients for purposes of the CIWM.

Students who complete either of the MTI®, CLU, and TEP designations will also be exempt from the Estate Planning for High Net Worth Clients course for purposes of the CIWM.