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Certificate Course
2022 Advanced Retirement & Estate Planning
Overview
An outstanding online course to consolidate your knowledge and help you retain it with quizzes to make you think and learn. Take a month to finish your program and earn 20 more CE Credits in Tax Efficient Retirement Income Planning.
EnrolCourse Content
Chapter 1 – Retirement Income Pillars 2022-2023
Chapter 2 – Understanding Private Pension Plans
Chapter 3 – TERIP – Tax Efficient Retirement Income Planning
Chapter 4 – Planning for Survivors
Chapter 5 – Preparing for Sale of Business
Chapter 6 – Using Trusts – Basics
Chapter 7 – Alter Ego Trusts
Chapter 8 – Spousal Trusts
Chapter 9 – Filing Trust Returns Including GRE’s
Chapter 10 – Snowbirds U.S. Gift & Estate Taxes
Opportunity
This course is ideal for training staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.
Learn Your Way
Online 24/7
Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.
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.
