Tax Efficient Asset Transition Planning

Overview

In this course you will learn a process for helping clients answer their most pressing question about retirement income planning: Will we have enough? By understanding retirement trends leading to a sound knowledge of resulting retirement income periods, the student will understand the focus of planning in three periods: pre-retirement, in-retirement and post-retirement.

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Student Experience

The detailed approach to the tax-efficient retirement income planning thought process, as well as the online tools, were easily understood and very effective. What I liked best about this course was the understanding of the implications of taxes on household income. The calculators were particularly helpful in this area. Great tools. I also really appreciated the inclusion of Strategic Philanthropy. This is an important area to discuss with clients and one that Canadians generally need to be educated on. The Knowledge Journal was excellent, very comprehensive and a wealth of information that I will use in the future. The study group was also very effective. It allowed us to share knowledge, understanding and client experiences to enhance the information provided.

—Joan M., ON

Who Should Attend

This course integrates tax and financial planning competencies to help clients adequately fund their tax-efficient income requirements while focused on their goals. This course will enhance retirement planning by guiding clients through the accumulation, growth, preservation, and transition of wealth across the three phases of retirement: pre-retirement, in-retirement, and post-retirement.

Marking Guide

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.