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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 practice to the next level?


Deeper knowledge of the estate planning and trust process. Technical skills for gifting assets and charitable giving. 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.


With the restructuring of the CIWM designation, the pathway for CETS has changed. CSI will continue to recognize the historical pathway to CETS for those enrolled in the Advanced Estate Planning and Trust Strategies Course prior to May 8, 2019 and completing the course within their enrolment period. The new pathway will be recognized starting with the launch of Estate Planning for High Net Worth Clients on May 8, 2019

Historical Pathway


New Pathway


For either pathway, candidates must hold ANY of the following Financial Planning designations (PFP®, CFP®, Pl. F.) or the Wealth Management Essentials (WME) Course or Fundamentals of Financial Planning (FOFP) Course.

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

View the new Estate Planning for High Net Worth Clients Course page for more information on the new CETS Certification Exam.


  • Investment Advisor
  • Financial Planner
  • Mutual Fund Representative
  • Financial Advisor
  • Wealth Manager