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Certificate in Estate Planning and Trust Strategy

The number of affluent Canadians has doubled over the past decade and many of them are entering or have already transitioned into retirement.

Never before has there been such a demand for expert wealth managers. Today's high net worth clients want sound advice from someone who understands their complex and changing needs.

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.

As of July 2012, candidates are given 5 years to apply for the certificate once all courses have been completed. This requirement will ensure that an individual has a current level of knowledge when the certificate is granted. If an individual wishes to request a certificate after the five years has expired, the individual will be required to re-take the Advanced Estate and Trust Strategies course.

Fast Track Your Certificate

Already completed a recognized financial planning designation? You're just one course away from your Certificate in Estate Planning and Trust Strategy.

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 designation and now aspire to learn an additional level of specialization in estate planning and trusts strategies.

*These individuals hold a financial planning designation such as the Personal Financial Planner (PFP®) or Financial Management Advisors (FMA) or Certified Financial Planner designation (CFP®) or have completed the Wealth Management Essentials (WME) or Professional Financial Planning Course (PFPC).

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.