This course will focus on will planning, use of trusts and the financial tools available to provide peace of mind when individuals need it the most!
This course provides a foundational understanding of estate planning for Canadians, focusing on wills, trusts, and essential financial tools. It empowers participants to make informed decisions during life’s planned and unplanned transitions. By exploring key concepts like executor roles, beneficiary options, and the distinctions between types of trusts, individuals will gain the knowledge needed to confidently plan for the future.
Learners will also examine strategies that offer peace of mind, including how to structure inheritances and utilize financial planning tools that bring security to both individuals and their families. This course is ideal for anyone seeking clarity on estate planning essentials and the tools to protect their legacy.
4 activities • 4 videos • duration: 1h 15m
Estate Planner
Tony is a tax & estate accountant and insurance advisor working with family-owned businesses providing estate, insurance and succesion planning solutions and strategies. Tony will provide sophisticated estate & insurance planning alternatives with a focus in helping business owners identify issues and opportunities relating to business succession planning. This approach will help clients through the complexities of wealth transition and tax minimization strategies.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
Very clear and strategic as in the title
Course was very informative.
Very good and great presenter who spoke clearly and was easy to understand. Lots of real world examples to make the points understood.
I would have rated this a 5 if it was categorized as beginner. Too basic for intermediate.
