Package

CERTIFICATE: Tax Planning Toolkit for Financial Planners

Master Canadian Tax Planning for 2025 with Expert-Led Courses

3curated courses

+

10.5CPD hours

=

1consolidated certificate

4.9

(2,045)

·schedule10.5 CPD hrs·Appropriate for all levels·Published Mar 31, 2025

Credit Information

Do you have questions about your organization's requirements? Read Requirements

The convenience pitch

What This Package Replaces

You already know what you need to do. The package collapses every step into one purchase.

Without this package

Searching, tracking, filing — 3 times.

closeSearch the catalog of 3 courses to find the ones that match your requirements
closeBuy 3 separate courses — at CA$628 if you assembled it yourself
closeTrack progress across 3 separate enrollments and dashboards
closeDownload 3 different certificates and combine them yourself

→

With this package

One purchase. One certificate. Done.

checkOne purchase — CA$149 for the whole package
checkOne progress tracker for all 3 courses
checkOne certificate — covers all 3 courses
checkTailored to your professional body's requirements

Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

checkTax Review *
5.5 hrs
checkPersonal Tax *
2.5 hrs
checkTax Planning & Compliance *
2.5 hrs

One certificate, all 10.5 hours

Instant, in the format your professional body expects

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.

checkSingle PDF lists all 3 topics & 10.5 hours
checkVerification ID on every certificate
checkCertificates stored for life

×3

Without package

→

CPD certificate

CERTIFICATE: Tax Planning Toolkit for Financial Planners3 courses · 10.5 CPD hrs

verified

With this package

3 courses · 10.5 CPD hours

Package Content

Each course is a standalone module.

If purchased separately: CA$628Package: CA$149You save CA$479

About

Description

Stay ahead in tax planning with this in-depth certificate program designed for financial planners. Covering the latest updates in Canadian tax law, corporate and personal tax compliance, and strategic tax planning, this toolkit provides the essential knowledge and practical insights needed to navigate the 2025 tax landscape with confidence.

100% Online
Contains 10.5 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.

Instructors

Jason FlemingCPA, CA, M.Acc

20 courses·2,045 reviews

verified_user

10-day money-back, even if you've started.

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.

FAQ

Questions Students Usually Ask

This package is a bundle of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Courses Included section on this page, and click on any title to see detailed course information. In addition, you'll receive unlimited access to our entire course library, so you're not limited to just the courses included in the package.

Stop Searching. Get this Package.

10.5 CPD hours, one certificate, 10-day money-back.

shield10-day money-back·

boltInstant certificate·

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