learnformulaMaster 2026 estate planning, T1/T3 tax compliance, and emerging legal trends. Confidently navigate complex regulations to minimize tax liabilities and safeguard client legacies.
Each course is a standalone module.
| Number | Course | Hours | Credit Type |
|---|---|---|---|
| 2.5 hrs | — | ||
| 3 hrs | — | ||
| 2 hrs | — |
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 bundle collapses every step into one purchase.
This comprehensive bundle equips Canadian CPAs with the practical knowledge and technical insight needed to navigate the increasingly complex landscape of estate and trust taxation. As legislative changes, evolving case law, and heightened compliance expectations continue to shape the profession, practitioners must be prepared to advise clients with confidence on both the tax and legal dimensions of wealth transfer and post-mortem planning.
Through a focused, real-world lens, this bundle explores key developments impacting estates and trusts in 2026, while building essential skills in trust reporting and tax return preparation. Participants will strengthen their ability to identify planning opportunities, manage risk, and ensure compliance, enabling them to deliver strategic, forward-looking advice to clients dealing with death, succession, and intergenerational wealth transfer.
Most providers issue you a stack of 3 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.
“This course is very helpful and has cleared up a lot of confusion around estate planning.”
“Good overview of tax strategies, practical recommendations of when to use different strategies (cost/benefit) would add value.”
“A good refresher.”
“very good practical advice”
7.5 CPD hours, one certificate, 10-day money-back.
