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: 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. 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.