Continuing Education → Professional Development

Tax Planning: Part I (LCIFGA015)


Description
1.0 Financial Planning (#8669) FP Canada
1.0 Life (#56593) Alberta Insurance Council
1.0 Life and/or A&S (#36297) Insurance Council of Manitoba


In this 10 part series, we explore key topics in tax planning. The course covers various useful topics such as insurance as a tax hedging strategy, possible tax hikes and various tax saving strategies. Financial professionals play a key role in helping their clients manage their tax bill. The course concludes with a final test. A passing grade of at least 60% is required.

CE Credits: 1.0 Accreditation Number: 8669 CE Credit Type: Professional Development

Content
  • Advisors need to be aware of risks when making homeoffice-related tax deductions
  • Advisors prepare clients for anticipated tax hikes
  • A lifetime tax strategy starts with reinvesting RRSP refunds
  • Make a difference during tax-filing season
  • Using life insurance as a tax-hedging strategy
  • Five tax strategies to improve investors' financial well-being
  • When is a TFSA a better option than an RRSP?
  • Why shifting the assets from tax-loss selling into a TFSA or RRSP makes sense
  • Globe Advisor's Best of 2019: Top 10 stories on TFSAs and RRSPs
  • Tax ramifications for U.S. persons living, investing in Canada could be dire
  • Feedback
  • Globe Advisor Survey
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever