WFG EI

Tax and Estate Planning Issues


Course Title: Tax and Estate Planning Issues
Details: This Course explores the principles of tax planning, how tax planning applies to investment income, the tax status of life insurance, tax minimization strategies, the basics of estate planning, the importance of a will, personal trusts, and how to deal with a cottage or family business.
Format: Downloadable PDF plus online exam
No. of Pages: 85
Cost (PDF option): Course and exam @ $76.76 add_to_cart.gif
Cost (Book option): Course and exam @ $76.76 + S/H add_to_cart.gif
BC CE Credits: 8.0 hours
Alberta CE Credits: 8.0 hours - Life
SK CE Credits: 8.0 hours
MB CE Credits: 8.0 hours
ON CE Credits: 8.0 hours
QC CE Credits: 0 hour
CFP™ 8.0 verifiable

Shipping and Tax are extra.
* non-verifiable, verifiable: see CFP™ Continuing Education Guidelines at www.cfp-ca.org


faq