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Certificate in Estate Planning and Trust Strategy

Become an Estate Strategy Expert

Ensure current and potential clients know that you have the skills to handle their estate planning by identifying your expertise with the Certificate in Estate Planning and Trust Strategy.

Differentiate Your Business

The path to the Certificate in Estate Planning and Trust Strategy is specifically designed to support your career specialization as a wealth manager and attest that you have the skills and knowledge that reflect today's estate planning and trust industry practices. It is the only program of its kind in Canada and is an important stepping stone to becoming a knowledgeable, well rounded wealth manager.

Who Should Enrol

The Certificate in Estate Planning and Trust Strategy is designed for individuals with experience in the financial services advisory professions such as; investment advisors, financial advisors, financial planners and life insurance specialists, working within a securities firm, bank, or a financial planning organization.

These individuals must have completed a recognized financial planning course or designation and now aspire to learn an additional level of specialization in estate planning and trusts strategies.

Completion of this certificate also leads to the following credential:

CIWM CSWP

This certificate will prepare you to:

  • Advise on the different types of wealth that may be transferred
  • Deepen relationships with high net worth clients and become a partner in planning
  • Consult on taxation and estate planning strategies
  • Advise on the roles of Wills, Powers of Attorney, Living Wills and Probate in a wealth transfer plan
  • Provide succession planning for small business and identify the appropriate solution for each unique situation