What is the Certificate in Retirement Strategy (CRS)?

The Certificate in Retirement Strategy (CRS), is an innovative addition to your business qualifications.

It enables you to identify yourself to clients as a specialist in sophisticated retirement investment vehicles and techniques such as Individual Pension Plans (IPP) and Retirement Compensation Arrangements (RCA), Tax Loss Harvesting and estate and legacy planning.

This new certificate program also includes advanced needs analysis and relational skills geared to the priorities of retirees and skills that can help differentiate your business from the mass of generalist advisors already competing for this high growth market.

Learn more about the Certificate in Retirement Strategy (CRS)
Posted: 02.Jul.2008 in:

Who should enrol in the Certificate in Retirement Strategy (CRS)?

  • Investment counselors
  • Investment advisors
  • Financial planners
  • Wealth managers
  • Retirement counselors and insurance specialists
  • Financial consultants
  • Private client investment specialists
  • Enrol today!

    Posted: 02.Jul.2008 in:

    How can I Fast Track the Certificate in Retirement Strategy (CRS)?

    Advanced standing offered for many designations can mean you're only one course away from the Certificate in Retirement Strategy (CRS) . Learn more about the Certificate in Retirement Strategy (CRS) and enrol today!
    Posted: 02.Jul.2008 in: