Specialized Expertise to serve the Growing Market of High Net Worth Clients in or Moving Towards Retirement
Investor Economics projects that opportunities for private wealth managers in Canada will expand significantly over the next decade as the number of High Net Worth households is expected to grow rapidly with a disproportionate number of those nearing or in retirement. These statistics underline the many opportunities developing for advisors with retirement and estate planning expertise. The Advanced Retirement and Estate Planning Strategies (ARES) course is part of a streamlined route to achieving the internationally recognized Certified International Wealth Manager (CIWM) designation.
Enhanced expertise for promoting sound retirement advice
This course provides advisors with a unique set of skills and expertise to coordinate and manage the provision of advice to clients in the areas of wealth preservation, retirement and estate planning. Following completion of this course, advisors are a step closer towards achieving the prestigious CIWM designation.
Who should enrol?
This is an intensive course designed for:
- Investment Advisors
- Wealth Advisors
- Private Bankers
- Relationship Managers
- Investment Managers
- Financial Planners
- Individuals interested in furthering their careers in wealth management and working towards the CIWM designation
Please note: This course combines the full content of the Advanced Retirement Management Strategies (ARMS) course and the Advanced Estate and Trust Strategies (AETS) course into one offering with one examination. Students who have completed ARMS should continue on this path towards the CIWM designation by completing AETS. Students who have completed AETS, should continue on this path towards CIWM by completing ARMS. .
Course Leads to the Following Credential:
General Learning Pathway:
*Pre-requisite - Completion of a financial planning course or designation.
**IMT or AIS also accepted