Phase 7
Submitted for IIROC Cycle 8, FPCanada, Advocis, ICM and CSF CE Credits. See certification tab for current status.ISSUES BASED KNOWLEDGE
Module 1: Wealth Planning: Building Net Worth Post Pandemic
Module 2: Retirement: Registered Plans
Module 3: Group Plans: Employee Benefits
Module 4: Real Estate: Principal Residence
Module 5: Real Estate: Rental Properties
Module 6: Currency: Issues in Managing Costs and Risk
Module 7: Fee Based Services: Client Expectations
Module 8: Creating Value: Investment Compensation Models
Module 9: Women and Finance: Financial Empowerment
Module 10: Seniors: Uncertain Times
PROFILE BASED KNOWLEDGE
Module 11: Millennials: Debt Management Strategies
Module 12: New Parents: Education Savings
Module 13: Business Continuity: Pandemic Relief Provisions
Module 14: Pre-Retirees: Options for Registered Pension Plans
Module 15: Retirees: Managing Risk with Retirement Income Layering
Module 16: Business Owners: Portfolio Risk Management
Module 17: Professionals: Tax on Split Income
Module 18: Private Corporations: Passive Investment Rules
Module 19: HNW Clients: Investing for Post-Pandemic Market Volatility
Module 20: Planning with Heirs: Wealth Transfer
Module 21: Planning for Disability: Health Disruption
Module 22: Powers of Attorney: Protecting Against Client Incapacity
Module 23: Executors: Managing Taxes
Module 24: Philanthropists: Investing for Stronger Communities
Module 25: Offshore Sojourners: Planning for Cross-Border Investors
