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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

Advanced Estate Planning and Trust Strategies (AETS)

 

IMPORTANT

This course is no longer available for sale. Please click on one of these links for information on the new pathways to earn the CIWM, CRS and CETS.

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 Advanced Estate Planning and Trust Strategies (AETS) course

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

One Course. Two Credential Paths.

Upon successful completion of the AETS course, students who have a financial planning designation or recognized equivalent* will be eligible to apply for their Certificate in Estate Planning and Trust Strategy and be one step closer to earning CSI's Certified International Wealth Manager (CIWM) designation - the only specialized strategic wealth management credential.

Who Should Enrol

The AETS course is designed for individuals with experience in the financial services advisory professions such as: investment advisors, financial advisors, financial planners and life insurance specialists, working within a securities firm, bank, or a financial planning organization.

* These individuals likely hold a financial planning designation such as the Financial Management Advisors (FMA) or Personal Financial Planner (PFP) or Certified Financial Planner designation or Fin.Pl. (IQPF) or completion of the Wealth Management Essentials (WME) or Professional Financial Planning Course (PFPC) and are looking to progress their career in wealth management.

Course leads to the following credentials:

CIWM CSWP   MTI CETS CETS