Earn a New Certificate in Lifecycle Transitions Planning

Especially for experienced financial services professionals!  Earn a new Certificate in Lifecycle Transitions Planning. Choose 15 from a selection of 80 micro courses with one important focus:  to help you engage more effectively in tax-efficient wealth management conversations during this period of significant – and potentially expensive – tax change in Canada. Customize your CE and your business education to scale your business to the next level of growth.  Why are CE Savvy™ Micro-Course Collections the educational choice of savvy professionals?  Check it out:

Why are CE Savvy™ Micro-Course Collections the educational choice of savvy professionals? It's an investment in education that’s immediately impactful & implementable! Register in suggested programming to earn your Certificate – or contact us at 1.866.953.4769 to customize your selections. 

Includes the following Micro-Courses from CE Savvy Biz Ed™:

• Your Tax Filing Rights and Obligations
• Understanding Business Structures
• Make Sure Its Deductible: How Business Income is Taxed
• Understanding the Corporate Balance Sheet
• Minimizing Taxes on the Death of a Taxpayer
• Philanthropists - Building Stronger Communities
• HNW Clients - Investing for Market Volatility
• Planning for Cross-Border Investors
• Business Owners Tax on Split Income (TOSI)
• Planning Retirement Income with Registered Assets
• Working with Legal Proxies and Executors
• CCPC Planning: Understanding Shareholder Equity
• Elements of a Successful Wealth Transfer
• Objective-Based Family Wealth Planning
• Planning for Wealth Transition

Register Now!