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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

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Certificate in Retirement Strategy

Become a Retirement Strategy Expert

Ensure current and potential clients know you have the skills to handle their retirement by identifying your expertise with the Certificate in Retirement Strategy.

Differentiate Your Business

As Baby Boomers swell the ranks of the near-retired and retired, your Certificate in Retirement Strategy will allow you to stand out as an expert specifically qualified to address this burgeoning market and enable you to differentiate from the mass of advisors already fighting for their share of it.

Fast Track Your Certificate

Already completed a recognized financial planning designation? You're just one course away from your Certificate in Retirement Strategy.

Who Should Enrol

The Certificate in Retirement Strategy is designed for individuals with experience in the financial services advisory professions such as; investment advisors, financial advisors, financial planners and life insurance specialists, working within a securities firm, bank, or a financial planning organization. These individuals aspire to gain a credential to reflect their specialization in retirement strategy advisory services for their clients.

Completion of this Certificate also leads to the following credential:

CIWM CSWP

This certificate will prepare you to:

  • Deal with the special considerations faced by aging clients
  • Recommend tactics and financial products to convert assets into income to help support a client's desired retirement lifestyle while minimizing the risk of outliving one's wealth
  • Identify and recommend strategies to help minimize risks to a client's wealth
  • Construct goal-based portfolios based on asset allocation and asset location strategies
  • Recommend strategies to minimize retirees taxes
  • Determine the efficacy of gifting to family members
  • Determine sustainable withdrawal rates to minimize longevity risk