Name: Effective Estate Planning Solutions for Canadian Advisors
Price: 99 CAD
Rating: 5 (2 reviews)

Effective Estate Planning Solutions for Canadian Advisors

Master the art of estate planning for Canadian clients and optimize wealth transfer strategies.

schedule3h

5(2)

Pro Seminars

•

We will continue to provide high quality education, training and materials at the lowest price possible in Canada

63 Courses

• 97 Reviews

Pro-Seminars was started by Tom Miller and Alex Nicholson in 1998. Sadly, Tom passed away in 2020, but the legacy he created continues today with Alex and Tom’s son-in-law, Adam Wyrcimaga, carrying it...

About this course

AICICMCFIPCSI (CIM)

This comprehensive course equips Canadian advisors with essential knowledge and strategies for effective estate planning. Key topics include: tax-efficient wealth transfer; life insurance in estate planning; essential legal documents. Learn to navigate complex tax implications, utilize trusts, and implement best practices. Ideal for financial advisors, lawyers, and accountants working with high-net-worth clients. Basic understanding of Canadian tax law recommended.

This course includes:

schedule3 hours on-demand video

signal_cellular_altBeginner level

task_altNo preparation required

calendar_todayPublished At Dec 24, 2024

workspace_premiumCertificate of completion

errorNo prerequisites

lock1 year access

calendar_todayUpdated At Mar 9, 2025