Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

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.

Estate Planning and Trust Strategy Certificate banner

Certificate in Retirement Strategy (CRS) Certification Exam

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