Become the retirement planning partner your clients truly need as they work towards their dreams. The certificate in retirement strategy will help you stand out in the growing retirement market.
YOU WILL DEVELOP
| Increased credibility as a retirement expert. | Deeper knowledge in wealth conversion and legacy planning. | A strong foundation in tax strategies and structures. |
| Advanced technical investment knowledge. | Practical skills that can be immediately applied to current client situations. |
LEARNING PATHWAY
Candidates must hold ANY of the following: Financial planning designations (PFP®, CFP®, CLU or FMA) or Wealth Management Essentials (WME) course or Professional Financial Planning Course (PFPC) in addition to the path above.
*External Designation Recognitions are subject to CSI's External Designation Recognition policy and fee.
NOTICE – 5 YEAR RULE: The educational path must be completed not more than 5 years prior to application to receive the certificate. If an individual has exceeded the 5 year time line, completion of the highest level requirement in the educational path (or equivalent) will be required prior to being granted the certificate.
LEADS TO CAREERS SUCH AS:
- Investment Advisor
- Financial Planner
- Wealth Manager
