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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: