Last updated: April 24 2014
Expand your career with a solid understanding of strategic charitable planning and assist your clients with philanthropic goals as part of an overall wealth management plan. Enrol in Investment Strategies in Charitable Giving and save $50.
"Not only were my objectives met but my knowledge was broadened beyond my expectations. In addition, I find this to be a true inspirational course! I don't know of a single person who doesn't want to save taxes and this is the perfect course for everyone! It brought to light the many incredible tax advantages which I never thought were possible. Before this course, I gave to charity with my heart. Now, I will also give with my heart but will certainly take advantage of the huge tax savings in the process by choosing from the many strategies and options. I can't wait to spread the knowledge."
– Maria C., QC
Investment & Retirement, Succession & Estate Planning
By: Nicola Elkins
Canadians are becoming more philanthropic, giving more every year to causes that are important to them. The world of philanthropy is changing - people want to be in control of how they give. They are holding the organizations accountable for the money and want to see how it is managed. They're becoming far more demanding in wanting to maximize the impact of their donations. This course is to assist financial advisors who want to ensure their clients' gifts complement their overall wealth management strategy in a tax-effective manner.
Content Description & Key Concepts:
KEY BENEFITS FOR THE STUDENTS
CERTIFIED SKILL SETS: Using case studies and exams, students will learn to convey the process behind some of the most powerful gift planning concepts used by financial advisors to maximize charitable gifts while minimizing taxes for clients:
PRACTICE MANAGEMENT THESIS: To test the learning process, the student will answer multiple choice questions and work through a mini true-to-life case study.
KNOWLEDGE BUREAU TOOLS INCLUDED:
MARKS ALLOCATION:
Quizzes | 40% |
Case Studies | 30% |
Final Exam | 30% |
Passing Grade | 60% |
Honours Achievement | 90% |