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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 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.

Advanced Retirement Management Strategies (ARMS)
Online, interactive version with hard-copy textbook $N/A
Online, interactive version with online textbook (PDF) $N/A


Note to CIM designation holders: If you have yet to enrol in the AETS course, check out CSI’s new ARES course before enrolling in this course for an alternative streamlined path to the CIWM – CSI’s premium wealth designation

Important: The ARES course does not lead to the Certificate in Retirement Strategy (CRS) or Certificate in Estate Planning and Trust Strategies (CETS)

Replacement Textbook
Replacement Hard-copy Textbook* $85.00

*Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.


  • 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.