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.
YOU WILL DEVELOP
| 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 |
LEARNING PATHWAYS
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
