learnformulaMaster advanced trust and estate strategies amidst evolving 2026 Canadian tax laws. Empower your CPA practice to safeguard client legacies, ensure compliance, and mitigate risk.
Each course is a standalone module.
| Number | Course | Hours | Credit Type |
|---|---|---|---|
| 3 hrs | — | ||
| 2 hrs | — | ||
| 2.5 hrs | — | ||
| 7 hrs | — | ||
| 4 hrs | — | ||
| 1 hr | — | ||
| 1 hr | — |
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.
You already know what you need to do. The package collapses every step into one purchase.
The 2026 PACKAGE: Estate and Trust Planning for Canadian CPAs is a comprehensive collection designed to provide practitioners with the critical updates, compliance strategies, and ethical frameworks needed to navigate the evolving landscape of Canadian taxation and estate law.
As the financial and legal environments become increasingly complex, staying current with recent court decisions, federal budget changes, and trust compliance rules is essential. This package covers personal and corporate tax updates, intricate trust routing mechanics, and the latest developments in estate planning, ensuring professionals are equipped to protect their clients and their practices.
This package provides a detailed overview of several key areas shaping the industry:
This extensive package offers accounting and tax professionals the insights necessary to refine their technical proficiency in trust and estate planning, maintain rigorous compliance standards, and fulfill essential professional ethics requirements.
Most providers issue you a stack of 7 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.
“It was very informative!”
“This course is very helpful and has cleared up a lot of confusion around estate planning.”
“Yes great cours”
“Good overview of tax strategies, practical recommendations of when to use different strategies (cost/benefit) would add value.”
20.5 CPD hours, one certificate, 10-day money-back. Plus a year of unlimited access to all our courses.
