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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Advanced Retirement and Estate Planning Strategies (ARES)



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.

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, Estate and Trust 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:

CIWM Paths
Advanced Retirement and Estate Planning Strategies (ARES) Chartered Investment Manager CIM sw360SW360sw360 Advanced Investment Strategies SW360 AETS ARMS