► Retirement Income Specialist

► Investment Income Specialist

► Succession & Estate Planning Specialist

Estate Planning Courses


SEP0209Death of a Taxpayer
SEP0308Use of Trusts in Tax and Estate Planning
SEP0410Fundamentals of Succession Planning
SEP0510Business Valuation for Advisors

Financial Planning Courses


SFP0103Client-Centred Practices
SFP0207Financial Literacy: Assessing Risk and Return
SFP0308Advising Family Businesses
SFP0408Cross Border Taxation

Insurance Planning Courses


SIS0109Insurance Strategies for the Small Business Owner
SIS0403Life Insurance: Strategic Investment Planning with Universal Life

Investment Planning Courses


SIP0506Portfolio Risk Manager
SIP0607Portfolio Construction for Real Wealth Management
SIP0709Elements of Real Wealth Management  ► Coming Soon
SIP0808Tax Efficient Investment Income Planning
SIP0910Investment Strategies in Charitable Giving

More courses from The Knowledge Bureau ...
Real Estate:Cottage SuccessionOctober 15, 2010
Investment
Planning:		Year End StrategiesNovember 3-9, 2010
Tax:T1 Line-by-Line Tax UpdateJanuary 11-20, 2011

Topic/Theme:Focus on the Family
Getting to Know Your Intergenerational Clients
Nov 14-17


Financial Education for You and Your Clients



More books from The Knowledge Bureau ...
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