Master the latest 2026 Canadian tax and estate planning strategies. Equip yourself to confidently guide clients, minimize their tax liabilities, and secure their financial legacies.
You already know what you need to do. The package collapses every step into one purchase.
Structured around your CPD requirements.
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.
Each course is a standalone module.
The CERTIFICATE: Tax Planning for Financial Planners [2026] provides financial professionals with a comprehensive guide to navigating the complexities of Canadian taxation and estate strategies. With the continuous evolution of tax laws, staying ahead of legislative changes, CRA developments, and last-minute planning opportunities is essential to minimize liability and avoid unexpected surprises during the filing season.
This package offers an in-depth examination of personal and corporate income tax rules, practical estate planning techniques, and the latest updates affecting the 2026 taxation year. Professionals will explore strategies to secure client legacies, protect grieving family members, and ensure compliance using up-to-date guidance on federal budgets and individual tax rules.
Key topics covered in this certificate package include:
Contains 11 General CE Credits for Financial Planners. Please note that courses in this package are not directly accredited, and therefore may count for General CE Credits per new FP Canada rules.
If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid for the duration of your active package.
11 CPD hours, one certificate, 10-day money-back.
