Once all required courses for a certificate program are completed, you will automatically be granted the certificate, along with a digital certificate badge to showcase your accomplishment.
CSI has developed options to help you earn credits for the CETS certificate.
Enrol by Program – Only take this program if you are on the path to completing your CIWM and you want to obtain both Certificates
To help you get closer to achieving your Certificate in Estate Planning and Trust Strategy, we've packaged some of the required courses together to offer you the Enrol by Program option. The Program is designed to give you flexibility and cost savings while working towards your Certificate in Estate Planning and Trust Strategy. This bundle option sets you up on the path to achieving your CIWM designation and the Certificate in Retirement Strategy.
The Enrol by Program option is a convenient and cost-effective way to work towards your Certificate in Estate Planning and Trust Strategy. When you purchase your program, your student account will be credited with a voucher for each course in the program. When you're ready to enrol in a course, all you have to do is log into your student account and redeem your voucher online! Please note that this program is for both the Certificate in Retirement Strategy and the Certificate in Estate Planning and Trust Strategy. Completing these courses will put you on the path to obtaining your CIWM designation.
* Subject to change.
** Please note that if you have enrolled in or completed a course that is included in the Enrol by Program option, you are unable to purchase the Program.
*** You only have to complete Wealth Management Essentials if you don't already have your PFP® or CFP® designations. Please see the Learning Pathway tab for more information