Course Outline
 

Course Title

  

Effective Use of Trusts

Course Category

    Online
Target Audience  

Financial Advisors

Continuing Education

  

Advocis (formerly CAIFA & CAFP) (Approval number: CE3610)
IQPF (Approval number: IQPF01-08-0002 - Level 2)
Life Insurance Council of Manitoba
Insurance Councils of Saskatchewan
CMA - Continuous Professional Learning and Development (CPLD)
Chambre de la Sécurité Financière
IDA - Professional Development (CPD)
CA - Continuing Professional Development (CPD)

Prerequistes

   None
Objectives   As the demographics of your client base change, you may be asked more and more about the use of trusts. Understanding the effective use of trusts, in various situations, will ensure that you are equipped to provide your clients with a complete financial planning service. This course provides an overview of various trust structures and options. It explains how trusts are created, how they operate, and most importantly what they can and cannot do to address many client concerns, including taxation.
Subject by level  

Topics    
Duration   3 credit hours
Time to comple the course  
Date  
Clode this window