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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 second course in the DMA™-Retirement Income Services Specialist Designation.
This course provides a detailed primer in the subject area featuring common true to life scenarios because every financial advisor who discusses tax, financial or investment plans with clients should have a basic understanding of the taxation of trusts in order to discuss estate planning options with clients.
What you will learn
The student will be able to identify and distinguish the key parties of a trust, the legal status a trust enjoys under income tax and other laws.
Through case studies, you will demonstrate the ability to identify client situations where income tax savings can be generated. The student will learn a variety of different trusts.
This course allows advisors to develop a consistent process for trust planning that looks at tax efficiency of many different kinds of trusts.
It is important that we are proactive in terms of planning our clients’ affairs. Knowledge Bureau continues to provide me with relevant knowledge and strategies to help my clients navigate through the complex world of finance, life and taxation.
- George Donkor, ON
Scope of the course
- Basic Trust Mechanics
- Trusts as Mechanisms to Exert Control
- Basic Tax Treatment
- Testamentary Trusts
- Inter Vivos Trusts, Inter Vivos Trusts
- Charitable Remainder Trusts
- Alter Ego and Joint Partner Trusts
- Insurance and RRSP Trusts
- Spousal Trusts
- Trusts for Disabled Beneficiaries
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
