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CE Courses
The Structure of Trusts
$47.95This 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.
