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Estate Planning For High Net Worth Clients


Canada's largest generation of baby-boomers are quickly becoming its 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 by 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.

Introducing the Estate Planning for High Net Worth Clients course

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

One Course, Multiple Credential Paths

Upon successful completion of the Estate Planning For High Net Worth Clients course, students will be eligible for the following credentials:

  • Micro-Certificate for completion of all modules within the course
  • Eligibility to earn the Certificate in Estate Planning and Trust Strategy (CETS). Students who have completed the Estate Planning For High Net Worth Clients course and who also have met the pre-requisite requirements for CETS will have one more step to earn CETS - the completion of a proctored CETS Certification exam. Please note that the CETS is not a requirement of the CIWM
  • One step closer to earning CSI's Certified International Wealth Manager (CIWM) designation - the only specialized strategic wealth management credential

Course leads to the following credentials:


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 a securities or mutual fund dealers, bank, or a financial planning organization in the capacity of:

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

Course Features

  • Consists of seven independent modules
  • Each module consists of PDF and E-Pub files (accessible on mobile devices) and an online quiz
  • Modules are completed when the candidate passes the online quiz
  • Module completions result in CE credits being awarded, earn CE credits incrementally as you progress through the course
  • Candidates completing all modules within the course will earn a Micro-Certificate generating a digital badge