Course Outline
 

Course Title

  

Effective Estate Planning: an Overview

Course Category

    Online
Target Audience  

Financial Advisors

Continuing Education

  

Advocis (formerly CAIFA & CAFP) (Approval number: CE3606)
IQPF (Approval number: IQPF01-04-0006 - Level 2)
Life Insurance of Manitoba
Insurance Councils of Saskatchewan
Chambre de la Sécurité Financière
CMA - Continuous Professional Learning and Development (CPLD)
IDA - Professional Development
CA - Continuing Professional Development (CPD)

Prerequistes

   None
Objectives   The course provides a client perspective on estate planning. It highlights the importance of a good plan and the consequences of inadequate estate planning. Strategies and tips are provided to help you assist clients in planning their estate, work effectively with other professionals and show you ways to increase the value of your clients' estate. Topics include your role in estate planning, choosing executors, and working with trust companies. The course also explores the value of life insurance in estate planning and strategies for maximizing the value of an estate with life insurance.
Subject by level  

Topics    
Duration   2 credits hours
Time to comple the course  
Date  
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