Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Certificate in Estate Planning and Trust Strategy

The number of high-net-worth clients in Canada has doubled in the past decade and the demand for estate and trust expertise has never been higher.

Are you ready to take your clientele to the next level?

YOU WILL DEVELOP

Deeper knowledge of the estate planning and trust process. Technical skills for wealth conversion and transfer. A deeper understanding of tax strategies and structures.
Succession planning knowledge applicable to small business owners. Practical skills that can be immediately applied to current client situations.

LEARNING PATHWAY

CETS Path CFP CIWM AETS WMEPFP

Candidates must hold ANY of the following: Financial planning designations (PFP®, CFP®, CLU or FMA) or Wealth Management Essentials (WME) course or Professional Financial Planning Course (PFPC).

*External Designation Recognitions are subject to CSI's External Designation Recognition policy and fee.

LEADS TO CAREERS SUCH AS:

  • Wealth Manager
  • Financial Planner
  • Financial Advisor