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This course is for you if
You provide planning services to pre-retirees and pensioners
You are a professional looking to update your skills
You are training staff
Overview
The third course in the DMA™-Retirement Income Services Specialist Designation.
This course covers a strategic and tax-efficient investment income planning process which places capital accumulations in the right hands of individuals in the family. The objective is to save capital and earn investment income with tax-efficiency and then to average down the tax paid on both by arranging to share with family members within the tax rules allowed. As important: planning to avoid tax erosion of the capital at transition times.
What you will learn
You will learn to be conversant in recent tax changes relating to a variety of investment opportunities. You’ll also understand strategies and ordering rules using tax-free, tax-deferred, and taxable incomes.
If you have your own practice, this course is a must. My understanding has greatly improved.
—Vince C., Alberta
Scope of the course
- Real Wealth Management
- Tax-Efficient Investing: Planning for Income and Capital
- Business Income and Asset Planning
- Introduction to Income Taxation in Canada
- Growing and Preserving Tax-Efficient Wealth
- Registered Investments
- Tax Efficient Investment Income
- Real Estate
- Tax Efficient Asset Transfers
- Principal Residences
- Tax Efficient Debt Management
- Risk Management: Tax Consequences of Disability and Death
What is included
- Tax deductible tuition fees
- Potential for Canada Training Grant or other Government programs
- Personal consultation and virtual campus orientation
- Practical case studies using well-known professional software
- Lesson plans and study plans
- Calculators and tools you can use immediately
- Personal instructor support by email
- Testing and certification
- Comprehensive Knowledge Journal
- CE/CPD accreditation by various professional bodies
- EverGreen Explanatory Notes - Online Research Library
