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Certificate Course
Tax Efficient Asset Transition Planning
Program
DMA- Corporate Tax Services Specialist
Overview
In this course you will learn a process for helping clients answer their most pressing question about retirement income planning: Will we have enough? By understanding retirement trends leading to a sound knowledge of resulting retirement income periods, the student will understand the focus of planning in three periods: pre-retirement, in-retirement and post-retirement.
EnrolCourse Content
Chapter 1 | Strategy: Tax-Efficient Retirement Income Planning
Chapter 2 | First Steps: Helping Clients Envision the Plan
Chapter 3 | Three Pillars of Retirement
Chapter 4 | Pillar 1: The Old Age Security
Chapter 5 | Pillar 2: The Canada Pension Plan
Chapter 6 | Pillar 3: Self-Funded Registered Accounts
Chapter 7 | Pillar 3: Self-Funded Non-Registered Accounts
Chapter 8 | Tax-Efficient Retirement Income Planning for Employees Part 1
Chapter 9 | Tax-Efficient Retirement Income Planning for Employees Part 2
Chapter 10 | Planning for Post-Retirement and Survivors
Student Experience
The detailed approach to the tax-efficient retirement income planning thought process, as well as the online tools, were easily understood and very effective. What I liked best about this course was the understanding of the implications of taxes on household income. The calculators were particularly helpful in this area. Great tools. I also really appreciated the inclusion of Strategic Philanthropy. This is an important area to discuss with clients and one that Canadians generally need to be educated on. The Knowledge Journal was excellent, very comprehensive and a wealth of information that I will use in the future. The study group was also very effective. It allowed us to share knowledge, understanding and client experiences to enhance the information provided.
—Joan M., ON
Opportunity
The leading-edge program is designed to provide structure and process for advisors interested in specializing in tax-efficient retirement income planning. This is a skillset in great demand by the baby boomers —the most affluent generation in our history - and older GenX clients who seek credible, expert solutions to their complex retirement planning requirements, and view tax erosion as the biggest threat to their wealth.
Who Should Attend
This course integrates tax and financial planning competencies to help clients adequately fund their tax-efficient income requirements while focused on their goals. This course will enhance retirement planning by guiding clients through the accumulation, growth, preservation, and transition of wealth across the three phases of retirement: pre-retirement, in-retirement, and post-retirement.
What You'll Learn
This course covers a holistic retirement income planning process. You will acquire the knowledge to do a proper assessment of client vision and goals for retirement and engage them in a consistent process for making decisions to produce tax-efficient retirement income.
You'll establish a strategic retirement income plan based on client needs for tax efficient income as well as after-tax capital preservation, growth, and transition. You'll plan a 30-year retirement income strategy that minimizes capital encroachment to preserve as much savings as possible for uncertain futures, but in addition, averages down taxes on different layers of income sources that will be earned by a couple in retirement.
Through a variety of Advisor Think Tanks and case studies, you will demonstrate the customization of a retirement income plan and responses to specific questions pre-retirees have, like do I have enough?, when should I take my CPP pension benefit?, and what should I do with my severance package?
What’s Included
• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
Marking Guide
All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.
Learn Your Way
Online 24/7
Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.
In-Class
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.
In-Conference
Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.
Knowledge Base
Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.
