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CE Courses
Tax and Estate Planning Issues
$95.95Tax and Estate Planning Issues explores the principles of tax planning.
With Tax and Estate Planning Issues, you will learn 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.
Format: Online
No. of Pages: 85 pages
BC CE Credits: 8 hours
AB CE Credits: 5 hours Life
SK CE Credits: 8 hours
MB CE Credits: 8 hours ***
ON CE Credits: 8 hours
CFP®: 8
*** 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.
