Tax & RRSP Season 2014

You are going to be busy. Now is the time to update your skills and train your staff before tax season begins. Start earning valuable CE/CPD credits today!

From personal, corporate, and cross-border tax courses to retirement, investment, business, or succession & estate planning, everything you need is included and only a few clicks away in our world-class virtual campus, accessible to you 24/7.

Earn your Distinguished Financial Advisor-Specialist™ or Master Financial Advisor™ designation to enhance your professional development in a meaningful way. Invest in your team. Designation program options appear below—just click on the links for full course curriculum.

DFA-Tax Services Specialist

• T1 Professional Tax Preparation – Basic
• T1 Professional Tax Preparation – Advanced
• T1 Professional Tax Preparation – Proprietorships
• Final Returns on Death of a Taxpayer
• Cross Border Taxation
• T2 Corporate Tax Preparation – Basic

DFA-Bookkeeping Services Specialist

• Basic Bookkeeping for Small Businesses
• Advanced Bookkeeping for Multiple Businesses
• Advanced Payroll
• Managerial Accounting
• Tax Planning for Corporate Owner-Managers
• T2 Corporate Tax Preparation – Basic

MFA-Business Services Specialist

• Elements of Real Wealth Management
• T1 Professional Tax Preparation – Proprietorships
• Tax Planning for Corporate Owner-Managers
• Advising Family Businesses
• Cross Border Taxation
• Accounting for Business Transitions

MFA-Retirement Income Specialist

• Elements of Real Wealth Management
• Tax Strategies for Financial Advisors
• Advanced Tax-Efficient Retirement Income Planning
• Debt and Cash Flow Management
• Financial Literacy: Assessing Risk and Return
• Investment Strategies in Charitable Giving

MFA-Succession and Estate Planning Specialist

• Elements of Real Wealth Management
• Fundamentals of Succession Planning
• Final Returns on Death of a Taxpayer
• Use of Trusts in Tax and Estate Planning
• Insurance Strategies for the Small Business Owner
• Business Valuation for Advisors

For more information on EZ-Pay instalment options, click here.