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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

Insurance Planning Courses


SIS0109Insurance Strategies for the Small Business Owner

Investment Planning Courses


FIP0111Debt and Cash Flow Management (Free Trial)
FIP0710Elements of Real Wealth Management (Free Trial)
SIP0111Debt and Cash Flow Management
SIP0506Portfolio Risk Manager
SIP0607Portfolio Construction for Real Wealth Management
SIP0711Elements of Real Wealth Management  ► Just Released
SIP0808Tax Efficient Investment Income Planning
SIP0910Investment Strategies in Charitable Giving

More courses from The Knowledge Bureau ...

Investment
Planning:
Year End StrategiesNovember 2-10, 2011
Tax:T1 Line-by-Line Tax UpdateJanuary 10-18, 2012

Topic/Theme:Recovery
New Times, New Skills, New Wealth.
Nov 13-16


Financial Education for You and Your Clients



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