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High-net-worth clients will come running guaranteed*
Satisfaction Guarentee
*Actually, affluent people don't run, they hire people to do it for them. However, they're also looking to hire an advisor that offers much, much more. You should be that advisor.
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Certificate in Estate Planning and Trust Strategy


Expert Wealth Managers Needed
Affluent investors demand much more from their advisors as they move along their path to retirement. The number of affluent Canadians has doubled in the past decade yet there is a shortage of specialized wealth managers to serve them.


Grow Your Client Base
Specialize in wealth management and grow your book by creating meaningful and truly rewarding relationships with the affluent clients you will serve. Fewer clients with a larger book of business, what could be better than that?


Unlock Your Career's Full Potential
The Certificate in Estate Planning and Trust Strategy will elevate your wealth management game while bringing you just steps away from the ultimate wealth management Designation, the Certified International Wealth Manager (CIWM).


Learn At A Pace That Best Suits You
Available online, on-demand, and at any time, this complete learning experience combines web-based self-study courses, diagnostic tools and cutting-edge interactive learning resources.


Specialize in The Highest Level of Wealth Management
It truly is that simple.... The Certificate in Estate Planning and Trust Strategy can help you do that.
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