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Certificate in Retirement Strategy


Please note that the exam for CRS will not be available until June 10th 2019.

CSI has developed options to help you earn credits for the CRS certificate.

Enrolment Options


Enrol by Program

To help you get closer to achieving your Certificate in Retirement Strategy, we've packaged some of the required courses together to offer you the Enrol by Program option. The Program is designed to give you flexibility and cost savings while working towards your Certificate in Retirement Strategy. This bundle option sets you up on the path to achieving your CIWM designation and the Certificate in Advanced Investment Advice.

Work towards your CIWM while achieving a Certificate in Retirement Strategy

The Enrol by Program option is a convenient and cost-effective way to work towards your Certificate in Retirement Strategy. When you purchase your Program, your student account will be credited with a voucher for each course in the Program. When you're ready to enrol in a course, all you have to do is log into your student account and redeem your voucher online!


Enrol by Course – Choose this option if you want to complete only the Certificate in Retirement Strategy

Select courses individually.**

* Subject to change.
** Please note that if you have enrolled in or completed a course that is included in the Enrol by Program option, you are unable to purchase the program.