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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

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Certificate in Retirement Strategy

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. This certification will provide validation that you have the knowledge needed to help your clients determine and then meet their retirement planning goals.


Increased credibility as a retirement expert. Deeper knowledge in wealth conversion and sustainable withdrawal rates. A strong foundation in tax strategies and structures.
Goal based investing expertise Skills to help clients protect their wealth


With the restructuring of the CIWM designation, the pathway for CRS has changed. CSI will continue to recognize the historical pathway to CRS for those enrolled in the Advanced Retirement Management Strategies Course prior to May 8, 2019 and completing the course within their enrolment period. The new pathway will be recognized starting with the launch of Retirement Planning for High Net Worth Clients on May 8, 2019.

Historical Pathway


New Pathway

For either pathway, candidates must hold ANY of the following Financial Planning designations (PFP®, CFP®, Pl. F.) or the Wealth Management Essentials (WME) Course or Foundations of Financial Planning (FOFP) Course.

*External Designation Recognitions are subject to CSI's External Designation Recognition policy and fee.

View the new Retirement Planning for High Net Worth Clients Course page for more information on the new CRS Certification Exam.


  • Investment Advisor
  • Financial Planner
  • Mutual Fund Representative
  • Financial Advisor
  • Wealth Manager