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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.

Advanced Retirement and Estate Planning Strategies (ARES)
Online, interactive version with PDF textbook $N/A
Online, interactive version with Hard copy textbook $N/A
AETS Replacement Textbook $85.00
ARMS Replacement Textbook $85.00


  • Printed course materials will ship within 5-10 business days of purchase
  • Electronic course materials will be available immediately upon purchase
  • Shipping costs vary by location & will be displayed on the final screen of check out
  • Shipping and handling fees will apply to all orders that include printed course materials.


IIROC member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.