Empower yourself to secure your legacy and protect loved ones. This course demystifies estate planning, guiding you through wills, trusts, and tax-smart strategies for lasting peace of mind.
Welcome to "Fundamentals of Estate Planning," a comprehensive continuing education course designed for investment advisers and financial planners in Canada. This course is essential for fulfilling your professional development requirements and will equip you with the knowledge and strategies to confidently navigate the complexities of estate planning.
A well-structured estate plan is crucial for preserving wealth, minimizing taxes, and ensuring your clients' final wishes are honored. This course delves into critical aspects, from foundational concepts to advanced strategies, empowering you to guide your clients through every step of this vital process.
You will learn to:
By the end of this course, you will possess a robust understanding of estate planning principles and practical applications, enabling you to provide invaluable guidance to your clients.
2x Award Winning Commercial Insurance Broker
Founder and CEO of PNC Learning (a wholly owned LearnDay subsidiary), one of Canada’s leading independent providers of pre-licensing and accredited continuing education courses for insurance professionals. https://courses.pnclearning.com With programs currently in use by thousands of students and at some of the largest insurance brokerages across Canada, Jacques has deep experience in successfully launching and marketing new e-Learning programs for the fitness industry, financial services, and other regulated industries. With a technical background, his expertise in e-Learning includes content creation, sales & marketing, and everything required to bring a new e-Learning program to market from the ground up.
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.
