Certificate Course

2022 Advanced Retirement & Estate Planning


An outstanding online course to consolidate your knowledge and help you retain it with quizzes to make you think and learn. Take a month to finish your program and earn 20 more CE Credits in Tax Efficient Retirement Income Planning.


Course Content

Chapter 1 – Retirement Income Pillars 2022-2023
Chapter 2 – Understanding Private Pension Plans
Chapter 3 – TERIP – Tax Efficient Retirement Income Planning
Chapter 4 – Planning for Survivors
Chapter 5 – Preparing for Sale of Business
Chapter 6 – Using Trusts – Basics
Chapter 7 – Alter Ego Trusts
Chapter 8 – Spousal Trusts
Chapter 9 – Filing Trust Returns Including GRE’s
Chapter 10 – Snowbirds U.S. Gift & Estate Taxes


This course is ideal for training staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.

CE | CPD Credits



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Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.


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