What's Included
The CRS Certification Exam includes the following:
- Three exam attempts, the first one of which is included in the registration fee
- The complete up to date e-learning contents of the modules that comprise the Retirement Planning for High Net Worth Clients course, specifically:
- Understanding Your Client's Retirement
- Asset Location Strategies
- Goal Based Investing
- Protecting Family's Wealth
- Trust as an Asset Protection and Tax Minimization Tool
- Protecting Wealth Against Divorce
- Longevity of Retirement Portfolios
- Gifting to Family Members
- Tax Strategies During Retirement
- Income Producing Investments
Please note that because there may be a significant time period between when you complete the Retirement Planning for High Net Worth Clients Course and when you are ready to register and write the CRS Certification Exam, we are providing the most up to date version of the course materials. When you are preparing to write the CRS exam, please use these materials to study from.
| Exam Information | |
|---|---|
| Exam Format | Paper or Computer Based |
| Exam Duration | 2 hours |
| Number of questions | 60 Questions |
| Passing Score | 60% |
| Question Format | Multiple-Choice |
Exam Weightings
| Module | Exam Weighting |
|---|---|
| Understanding Your Client's Retirement | 14 |
| Asset Location Strategies | 8 |
| Goal Based Investing | 8 |
| Protecting Family's Wealth | 12 |
| Trust as an Asset Protection and Tax-Minimization Tool | 8 |
| Protecting Wealth Against Divorce | 12 |
| Longevity of Retirement Portfolios | 10 |
| Gifting to Family Members | 10 |
| Tax Strategies During Retirement | 8 |
| Income Producing Investments | 10 |