CE Courses

Managing the Financial Affairs of the Deceased Client


When 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.