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

*** 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.