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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”.

What will you learn about?

Students will acquire a high level of technical knowledge of ethical standards. They will also have a refined understanding of how to effectively communicate with clients in a variety of situations, such as how to:

  • Illustrate the communication process
  • Interpret the different forms of non-verbal communication
  • Demonstrate effective communication behaviours
  • Describe the size and demographics of the wealth transfer market
  • Describe some of the issues, attitudes and controversies regarding the intergenerational transfer of wealth
  • Discuss the various opportunities for wealth transfer with your client in a sensitive manner
  • Identify the emotional issues involved in wealth transfer and the family
  • Outline a three-phase approach that may be used by advisors in discussions with clients and their families
  • Apply different methods of questioning to foster discussion, and avoid or manage family conflict
  • Apply the appropriate communication skills when dealing with beneficiaries and grieving and incapacitated clients
  • Explain the particular needs of the elderly
  • Describe how the psychological, social and neurological changes that occur with aging affect the decisions made by your clients
  • Identify and apply ethical concepts to client situations
  • Distinguish between the concepts of trust, agency and fiduciary duty

ECE is one of the requirements for CSI’s MTI® Estate and Trust Professional designation. It can also be taken as a stand-alone course.

What is the course syllabus?

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Module 1 - Effective Communication

Topics covered in this module are:

  • Factors Affecting Communication
  • Effective Communication Skills
  • Misinterpretations
  • Personal Non-Verbal Messages
  • Are Your Communication Skills Good Enough?

Module 2 - Wealth Transfer

Topics covered in this module are:

  • Wealth Transfer
  • Types of Wealth Transfers
  • Family
  • Law

Module 3 - Special Considerations

Topics covered in this module are:

  • Life Transitions
  • Aging Clients
  • The Grieving Client
  • The Incapacitated Client
  • Confidentiality

Module 4 - Ethics

Topics covered in this module are:

  • Ethics
  • Trust, Agency, and Fiduciary Duty

How will you learn?

CSI’s online learning system helps you meet your study goals. You’ll benefit from:

  • Textbook readings available in online PDF and printed format
  • Course materials accessed through your computer or laptop
  • Learning objectives that help you to keep the learning focused
  • Online activities that include review questions for each chapter to help you assess your progress
  • Online assistance from CSI’s academic support specialists

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