Provide Expert Retirement, Estate and Trust Advice
In the increasingly competitive wealth management industry, individuals with specialized expertise in this growing sector are increasingly valuable. Advisors looking to deal with the complex needs of high net worth clients in the areas of retirement and estate planning will benefit from the focused, advanced knowledge of retirement, insurance, tax and estate planning found in this course.
You'll learn to:
- Develop sophisticated, yet flexible wealth management approaches to address clients' life stages and changes
- Provide financial products that monetize assets into income to support a client's desired retirement lifestyle without risking assets and wealth
- Understand the reality of retirement in the current economy including the implications for women
- Identify and recommend strategies to help minimize risks to a client's wealth
- Identify opportunities to help clients who have businesses with their borrowing and treasury management needs.
- Navigate the retirement discovery process and recommend strategies to minimize taxes
- Understand various types of executive compensation plans and tax minimization strategies
- Improve your understanding of Wills, Powers of Attorney, Living Wills and Probate and their roles in wealth transfer plans
- Understand the various ways to value a business for purposes of business succession planning
- Understand the role of trusts in the wealth planning process
- Provide succession planning for small business and identify the appropriate solution for each unique situation
- Explain the challenges and benefits of gifting assets, charitable giving and its tax implications
HOW YOU'LL LEARN
CSI offers a variety of options to help you learn at your own pace. Study online, by textbook or using a combination of both.
You'll benefit from:
- Pre-chapter learning objectives and goals to prepare your thoughts and focus your efforts
- Interactive learning tools to crystallize the wealth management principles you are learning
- Online assistance from CSI's academic support specialists
- Online access to all textbook materials, arranged chapter-by-chapter
- Review questions after every chapter to reinforce and assess your progress through the material
| Approximate Hours of Study** | |
|---|---|
| Hours of Study | 140 - 180 hours |
| EXAM WEIGHTINGS (weightings are approximate) |
|
|---|---|
| The Canadian Wealth Management Market | 4% |
| Personal Risk Management Process and Identification of Risks | 9% |
| Growing and Protecting a Client's Business | 9% |
| Market and Non-Market Risks of Retirement | 8% |
| Retirement Planning | 17% |
| Executive Compensation and Tax Strategies During Retirement | 11% |
| Dealing with Wealth Transfer Clients | 11% |
| Tax and Business Succession Planning | 12% |
| Gifting Assets and Planned Charitable Giving | 7% |
| The Role of Trusts and the Family in Wealth Transfer | 12% |
| EXAM INFORMATION | |
|---|---|
| Number of Exams | 1 |
| Exam Format | Paper-based |
| Exam Length | 180 minutes |
| Question Format | Multiple Choice |
| Questions Per Exam | 100 |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | 60% |
| ENROLMENT PERIOD | |
|---|---|
| Enrolment Period | 1 year† |
Continuing Education (CE) Credits
Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.
National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)
Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)
Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.
For details on the organizations and other information on CE Credits listed in the above charts, please click here.