Certificate Course

Personal Pension Planning

Program

MFA™-Pension & Estate Services Specialist

Overview

In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a power tool to deal with wealth succession, business succession and tax optimization within a corporate environment.

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Course Content

Chapter 1 | Introduction to Pension Management
Chapter 2 | RRSP vs Pension Regulatory Environments
Chapter 3 | Disadvantages: RRSPs for Family Company
Chapter 4 | Navigating Tax on Passive Investments
Chapter 5 | Inter-generational Wealth
Chapter 6 | Combination Plan Solutions
Chapter 7 | Creditor and Bankruptcy Protection
Chapter 9 | Pension Fit with Competing Strategies
Chapter 10| Investment Management for Canadian Small Business
Chapter 11| Success with a Customized Pension Plan

Opportunity

This course will be of particular interest to industry participants seeking to provide tax and retirement strategies for business owners by utilizing Defined Benefit and Defined Contribution pension plans.

What You'll Learn

How to find significant tax deductions by upgrading clients from RRSPs to pension solutions
How to use pension solutions within broader planning exercises such as sale of business or transition to the next generation
Constructing portfolios within the parameters allowable by the provisions set-forth in the Income Tax Act that can maximize the benefit of pensions.

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

Quizzes
75%
Final Exam
25%
Passing Grade
60%
Honours Achievement
90%


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.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Please read the Standards of Conduct. Designates of Knowledge Bureau require 15 CE/CPD credits before year end to re-license their registered marks for the next calendar year.

Please contact us to stay onside with your re-licensing requirements and to receive your VIP designate rates on your tuition fees.

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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.