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Obtain the most reputable financial services license in Canada to develop your professional potential.
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, IIROC, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Join us to explore the advantages of expanding your skillset to compliment licensing in our upcoming free webinar.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Home > Learning > Certificate Pathways > Certificate in Estate Planning and Trust Strategy (CETS)
The Certificate in Estate Planning and Trust Strategy is specifically designed to support your career specialization as a wealth manager and attest that you have the skills and knowledge that reflect today’s estate planning and trust industry practices. You will gain a deeper knowledge of estate planning, sucession planning, trust process, and tax strategies and structures. Completing this program will also help you build practical skills that can be immediately applied to current client situations.
This certificate is also on the path to the CIWM designation.
With the restructuring of the CIWM designation, the pathway for CETS has changed. CSI will continue to recognize the historical pathway to CETS for those enrolled in the Advanced Estate Planning and Trust Strategies Course prior to May 8, 2019, and completing the course within their enrolment period. Since the launch of the Estate Planning for High Net Worth Clients course on May 8, 2019, we are recognizing the new 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 Estate Planning for High Net Worth Clients Course page for more information on the CETS Certification Exam.
The Certificate in Estate Planning and Trust Strategy is designed for individuals with experience in the financial service 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 must have completed a recognized financial planning course or designation and now aspire to learn an additional level of specialization in estate planning and trusts strategies.