- 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 Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
- Micro-Certificate in Applied Behavioural Finance (MCABF)
- 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
Featured Product
CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
Featured Product
Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
Featured Product
Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
Featured Product
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Administration
Featured Product
Canadian Securities Course CSC®
Featured Product
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
Featured Product
Credentials That Matter
Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
Featured Product
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®).
Featured Product
PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
Featured Product
CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
Featured Product
CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
Featured Product
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
Featured Product
Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
Featured Product
Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
- Insights
Featured Product
Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
Featured Product
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
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Important Update: Canada Post Strike & Shipping Guidelines. Learn More.
What is the Certificate in Estate Planning and Trust Strategy?
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.
What skills will you develop?
- Advise on the different types of wealth that may be transferred
- Deepen relationships with high-net-worth clients and become a partner in planning
- Consult on taxation and estate planning strategies
- Advise on the roles of Wills, Powers of Attorney, Living Wills and Probate in a wealth transfer plan
- Provide succession planning for small business and identify the appropriate solution for each unique situation
What is the path to the Certificate in Estate Planning and Trust Strategy?
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.
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 Estate Planning for High Net Worth Clients Course page for more information on the CETS Certification Exam.
Who should enrol?
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.