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At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

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Certificate in Retirement Strategy (CRS) Certification Exam

The CRS Certification Examination represents the final step for candidates who are seeking to earn the Certificate in Retirement Strategies (CRS).

Eligibility Criteria

Candidates can only enrol for the CRS Certification Exam once all the following required courses/certifications have been successfully completed:

    • PFP, CFP, F.PI., FMA or CLU designations, or the Wealth Management Essentials Course or Foundations of Financial Planning Course.
    • Retirement Planning for High Net Worth Clients Course

Course leads to the following credential: