CE Courses

Tax and Estate Planning Issues


Tax 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: 15 hours

AB CE Credits: 15 hours Life

SK CE Credits: 20 hours

MB CE Credits: 20 hours

ON CE Credits: 20 hours

CFP®: 20

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