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  • $850.00
    40 Credits
    Ongoing Activity

    STEP Canada Diploma: Law of Trusts (Course 1 of 4)

    STEP Canada

    Course 1 of 4 towards TEP designation. This course provides a comprehensive introduction to the law of trusts in Canada. It provides the theoretical underpinning to the entire Diploma program and ...

  • $850.00
    40 Credits
    Ongoing Activity

    STEP Canada Diploma: Taxation of Trusts & Estates (Course 2 of 4)

    STEP Canada

    Course 2 of 4 towards TEP designation. This course covers the tax consequences of creating a trust, and the tax effects of distributions to beneficiaries; of death, the taxation of the first year ...

  • $850.00
    40 Credits
    Ongoing Activity

    STEP Canada Diploma: Wills, Trusts & Estate Administration (Course 3 of 4)

    STEP Canada

    Course 3 of 4 towards TEP designation. This course covers the law of wills, will preparation, probate fee planning, and planning for incapacity. The course examines the consequences of dying without ...

  • $850.00
    40 Credits
    Ongoing Activity

    STEP Canada Diploma: Trust and Estate Planning (Course 4 of 4)

    STEP Canada

    Course 4 of 4 towards TEP designation. This final course builds on the previous 3 courses and provides a framework for students to apply the concepts and technical knowledge that they have already ...

  • $50.00
    5 Credits
    Ongoing Activity

    Pension Puzzle: An Advisor’s Guide to Government, Employer, and Personal Plans

    CE Network Inc.

    Your clients need someone who can answer their questions using language and examples they’ll understand. They need someone who can explain the main sources of retirement income, shed light on their ...

  • $30.00
    3 Credits
    Ongoing Activity

    Effective Estate Planning: Reducing Taxes and Fees

    CE Network Inc.

    Writing a will is not just a matter of deciding what to leave to whom. The how of what will be left is just as important. As a financial services professional, you have an opportunity to increase both ...

  • $30.00
    3 Credits
    Ongoing Activity

    Family Law and Financial Planning

    CE Network Inc.

    While almost everyone who marries understands the marriage ceremony signifies the acceptance of financial support obligations and the creation of family assets, people who simply live together, ...

  • $50.00
    5 Credits
    Ongoing Activity

    Fraud Smart

    CE Network Inc.

    Success in preventing and catching fraud is not reliant on one person, but on the organization as a whole. It is only by you and all of your colleagues becoming involved that organizations can ...

  • $40.00
    4 Credits
    Ongoing Activity

    Ethics and the Financial Advisor

    CE Network Inc.

    This course examines some of the ethical dilemmas that financial services professionals face routinely in their work. It presents real cases where individuals have been disciplined for breaching the ...

  • $20.00
    2 Credits
    Ongoing Activity

    Segregated Funds Strategies

    CE Network Inc.

    This course will provide you with key information about segregated funds features and benefits, comparisons with other investments, a filter concept to analyze clients’ needs, and practice using the ...

  • $40.00
    4 Credits
    Ongoing Activity

    Mortgage Rate Determinants

    CE Network Inc.

    When a couple enters your office to talk about getting a mortgage, the one thing foremost on their minds is how much their mortgage will cost. They may ask: What are mortgage rates and mortgage ...

  • N/A
    2 Credits
    Various Locations

    The Intestate Will

    Business Career College Corp

    Has anyone been pressing you to get your affairs in order? Are people telling you that you have a 100 % chance of never leaving this world alive, hence you should have a Will? Well dont you worry! ...

  • $47.00
    3 Credits
    Ongoing Activity

    Registered Disability Savings Plans (RDSPs)

    Learning Partner

    Many parents who have a child with a disability worry about that child's future well-being, and how to provide for their long-term security after the parents' deaths. RDSPs give families a valuable ...

  • $29.00
    2 Credits
    Ongoing Activity

    CPP & OAS - 2015 Edition

    Learning Partner

    The Canada Pension Plan (CPP) and Old Age Security (OAS) programs are important components of a person’s retirement income plan. As an advisor, you need to understand how these programs work and what ...

  • $47.00
    3 Credits
    Ongoing Activity

    Segregated Funds

    Learning Partner

    Despite their many similarities to mutual funds, segregated funds can be hard to understand, and to explain to clients. This course will give you a strong knowledge base so that you can better serve ...

Showing 1 - 15 of 1109 total records