CE Courses

The Structure of Trusts


This course explores such topics as 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.

In order to advise clients fully and completely, an advisor needs to have a fundamental understanding of trusts. The Structure of Trusts will provide that knowledge concisely and accurately.

Among other useful information, this course provides:

  • An overview of trusts.
  • A review of the different types of trusts.
  • Reasons to use a trust.
  • Tax implications of trusts.

Format: Online

No. of Pages: 16 pages

AB CE Credits: 4 hours Life

SK CE Credits: 4 hours

MB CE Credits: 0 hours

ON CE Credits: 4 hours

CFP®: 4

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