| Course Title: |
Tax and Estate Planning Issues |
| Details: |
This Course explores the principles of tax planning, how tax planning applies to investment income, the tax status of life insurance, tax minimization strategies, the basics of estate planning, the importance of a will, personal trusts, and how to deal with a cottage or family business. |
| Format: |
Downloadable PDF plus online exam |
| No. of Pages: |
85 |
| Cost (PDF option): |
Course and exam @ $76.76  |
| Cost (Book option): |
Course and exam @ $76.76 + S/H |
| BC CE Credits: |
8.0 hours |
| Alberta CE Credits: |
5.0 hours - Life |
| SK CE Credits: |
8.0 hours
|
| MB CE Credits: |
8.0 hours
|
| ON CE Credits: |
8.0 hours
|
| QC CE Credits: |
0 hour |
| CFP™ |
8.0 verifiable |
Shipping and Tax are extra.
* non-verifiable, verifiable: see CFP™ Continuing Education Guidelines at www.cfp-ca.org
|
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