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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

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Certificate in Estate Planning and Trust Strategy (CETS) Certification Exam

The CETS Certification Examination represents the final step for candidates who are seeking to earn the Certificate in Estate Planning and Trust Strategy.

Eligibility Criteria

Candidates can only enrol for the CETS Certification Exam once all the following required courses/certifications have been successfully completed:

    • PFP, CFP, F.PI., FMA or CLU designations, or the Wealth Management Essentials Course or Fundamentals of Financial Planning Course.
    • Estate Planning for High Net Worth Clients Course

Course leads to the following credential: