Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

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 Management Strategies (ARMS)



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.

The largest generation of baby-boomers in Canadian history are retiring and are considered the wealthiest members of our population. 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 retirement management strategies has never been greater.

With little tolerance for financial risk, more and more Canadians in or near retirement are seeking out the expertise of certified wealth managers with a specialization in retirement strategies to help them grow, protect and distribute their assets to meet their desired retirement lifestyle.

Introducing the Advanced Retirement Management Strategies (ARMS) course

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

One Course. Two Credential Paths.

Upon successful completion of the ARMS course, students who have a financial planning designation or recognized equivalent* will be eligible to apply for their Certificate in Retirement 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 ARMS 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 most likely have completed 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 have completed the Wealth Management Essentials (WME) course or Professional Financial Planning Course (PFPC) and are looking to advance their career in wealth management.

Course leads to the following credentials: