- Learning
- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice (CAIA)
- Certificate in Small Business Banking (CSBB)
- Certificate in Technical Analysis (CITA)
- Certificate in Investment Dealer Compliance (CIDC)
- Certificate in Derivatives Market Strategies (CDMS)
- Certificate in Retirement Strategy (CRS)
- Certificate in Estate Planning & Trust Strategy (CETS)
- Certificate in Commercial Credit (CICC)
- Certificate in Fixed Income Trading and Sales (CFIT)
- Certificate in Equity Trading and Sales (CEQT)
- Certificate in Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
- View All Certificate Pathways
- Fellow of CSI (FCSI®)
- Personal Financial Planner (PFP®)
- Chartered Investment Manager (CIM®)
- Certified International Wealth Manager (CIWM)
- Designated Financial Services Advisor (DFSA™)
- Estate & Trust Professional (MTI®)
- CSI Path to Certified Financial Planner (CFP®)
- CSI Path to Qualified Associate Financial Planner (QAFP™)
- CSI Path to Financial Planning Program – Quebec (IQPF)
- View All Designation Pathways
- Personal Financial Services Advice (PFSA)
- Financial Planning I (FP I)
- Financial Planning II (FP II)
- Financial Planning Supplement (FPSU)
- Investment Advisors Training Program (IATP)
- Financial Planning Integration Course (FPIC)
- Applied Financial Planning Certification Exam (AFP)
- CIWM Certification Examination
- Life Licence Qualification Program Insurance Course (LLQP)
- View All Courses
Produit en vedette
CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
Produit en vedette
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Produit en vedette
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
Produit en vedette
Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, IIROC, CSF and other professional associations or certifications.
Produit en vedette
Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
Produit en vedette
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Administration
Produit en vedette
Canadian Securities Course CSC®
Produit en vedette
Preparing to Take Your CSI Exam?
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
- Credentials
Produit en vedette
Credentials That Matter
Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
Produit en vedette
FCSI® – The Highest Honour in Financial Services
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
Produit en vedette
PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
Produit en vedette
CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
Produit en vedette
CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
Produit en vedette
MTI® – Prestigious Credential for Trust & Wealth Managers
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
- Corporate Solutions
Produit en vedette
Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
Produit en vedette
Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
- Insights
Produit en vedette
Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
Produit en vedette
Become a Speaker With CSI
CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
- About
Produit en vedette
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Produit en vedette
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
What is the Certificate in Retirement Strategy?
The Certificate in Retirement Strategy provides validation that you have the knowledge and skills to help your clients determine and meet their retirement planning goals. As baby boomers swell the ranks of the near-retired and retired, this certificate will enable you to distinguish yourself as an expert specifically qualified to address this burgeoning market and gain an edge over your peers.
What skills will you develop?
- 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 and protect wealth
- Determine the efficacy of gifting to family members
- Determine sustainable withdrawal rates to minimize longevity risk
- In-depth knowledge in wealth conversion and sustainable withdrawal rates
- Build a strong foundation in tax strategies and structures
- Increased credibility as a retirement expert
What is the path to the Certificate in Retirement Strategy?
This certificate is also on the path to the CIWM designation.
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. Since the launch of Retirement Planning for High Net Worth Clients on May 8, 2019, we are recognizing the new pathway.
New Pathway
Historical Pathway
Pre-requisite Requirements
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 Retirement Planning for High Net Worth Clients Course page for more information on the CRS Certification Exam.
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 financial planning organization. These individuals aspire to gain a credential to reflect their specialization in retirement strategy advisory services for their clients.