Why Do Financial Professionals Need to Know Tax?

Do you have the skills to provide the process and structure your clients will need to effectively plan for their retirement? Give yourself the gift that keeps on giving and earn new specialized credentials this December with Technical Courses Especially for Financial Professionals. Only $795 per course* (save $200) until December 15. Learn more about how learning new technical tax skills can help you differentiate yourself, attract new business and increase profits by providing a high value service as a trusted advisor to your clients who are increasingly leaning on their financial professionals who need to know tax!

Money is in motion, and for a number of reasons, clients are turning more to the financial professionals for tax planning advice. Here’s why:

• Complex tax changes introduce new issues to financial planning: including changes to the Capital Gains Inclusion Rates
• The largest wealth transfer in history is in process: $1 trillion in intergenerational wealth is expected to change hands by 2026.
• Accounting professionals are increasingly busy navigating complex CRA audit practices so more clients are turning to their advisors for information on tax planning.

Recommended for you…DMA™-Retirement Income Planning Specialist Program which features the following lineup of courses:

• Tax Efficient Retirement Income Planning
• Tax Planning for Corporate Owner-Managers
• Tax Planning for Incorporated Professionals
• Cross Border Taxation
• Understanding Business Valuation
• Use of Trusts in Tax & Estate Planning

Technical Courses Especially for:

• Financial Planners
• Accounting & Tax Practitioners
• Wealth Managers
• Insurance Advisors

To register, use code 24TAXPLAN and save $200 on each course enrolment in the DMA™ Program until December 15.

*Additional VIP tuition reductions to not apply. All taxes extra.