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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 fifth course in the DMA™-Retirement Income Services Specialist Designation.
This course is for Industry participants seeking to provide tax and retirement strategies for business owners by utilizing Defined Benefit and Defined Contribution pension plans.
What you will learn
How to find significant tax deductions by upgrading clients from RRSPs to pension solutions.
How to use pension solutions within broader planning exercises such as sale of business or transition to the next generation.
Constructing portfolios within the parameters allowable by the provisions set-forth in the Income Tax Act that can maximize the benefit of pensions.
I now understand PPPs and how they work so I can use them to benefit my clients. The benefits are more tax savings, superior wealth creation, and greater flexibility.
- Jason Freund, QC
Scope of the course
- Introduction to Pension Management
- RRSP vs Pension Regulatory Environments
- Disadvantages: RRSPs for Family Company
- Navigating Tax on Passive Investments
- Inter-generational Wealth •Combination Plan Solutions
- Creditor and Bankruptcy Protection
- Pension Fit with Competing Strategies
- Investment Management for Canadian Small Business
- Success with a Customized Pension Plan
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
