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CE Courses
Managing the Financial Affairs of the Deceased Client
$59.95When a client or spouse dies, the advisor may be asked to advise on matters that relate to the estate of the deceased and the affairs of the survivor(s).
This course provides useful, detailed information on a variety of topics, including the powers of the executor, how investments and registered plans are dealt with, testamentary trusts, and making claims.
Format: Online
No. of Pages: 37 pages
BC CE Credits: 5 hours
AB CE Credits: 5 hours Life
SK CE Credits: 5 hours
MB CE Credits: 5 hours ***
ON CE Credits: 5 hours
CFP®: 5
*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50. Please refer to https://www.icm.mb.ca/files/Renewal_2018/Renewal_2018/FAQs_for_website_for_renewal_-_updated_March_2018.pdf for more information.
