Last updated: July 03 2013
Develop a strategic and tax-efficient investment income plan with your clients that will increase returns. Now qualifies for 30 FPSC CE credits. Enrol before July 15 and save $200...we'll even pay the sales tax! Call 1-866-953-4769.
Investment & Retirement, Succession & Estate Planning, Tax Planning
By: Evelyn Jacks, Walter Harder
Tax Strategies for Financial Advisors qualifies for 30 FPSC-approved CE credits.
Tax, financial planning and wealth management competencies are required to fund income and capital accumulation goals derived from investments. The advisor must use a strategy and a process geared to preserving, growing and transitioning wealth tax efficiently to the next generation, throughout the lifecycles of individuals within a family.
WHY IS THIS COURSE TIMELY?
Tax is a trigger for affluent families. They seek credible, trusted, and expert solutions to their investment strategies and expect to work with professionals who can increase returns with tax efficiency.
This course covers a strategic and tax efficient investment income planning process which will result capital accumulations in the right hands within individuals in the family. The objective is to earn investment income tax efficiently, split it with family members and avoid tax erosion of the capital at transition times.
CERTIFIED SKILLSETS:
Practice Management Thesis: Comprehensive real life case studies appear throughout the course for each of the profiles noted above. Students will be given tools and asked to demonstrate how to build an overall vision for retirement, how to collect information on key milestones, assess current and ongoing income, plan for a variety of sources of income, plan for spouses retiring at different times and in different ways, structure a tax-efficient layered income plan and use available resources to help build additional wealth over time.
KNOWLEDGE BUREAU TOOLS INCLUDED:
MARKS ALLOCATION:
Quizzes | 25% |
Case Studies | 50% |
Final Exam | 25% |
Passing Grade | 60% |
Honours Achievement | 90% |