Course Outline
 

Course Title

  

Tax-Effective Investing: Meeting the Needs of Affluent Clients

Course Category

    Online
Target Audience  

Financial Advisors

Continuing Education

  

Advocis (formerly CAIFA & CAFP) (Approval number: CE3603)
IQPF (Approval number: IQPF01-09-0002 - 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
CA - Continuing Professional Development (CPD)

Prerequistes

   None
Objectives   This course presents numerous strategies for maximizing after-tax investment returns to better serve your clients' needs. This course includes some basic information on how people, investments and investment income are taxed. Knowledge of these tax implications can help you to add value to your clients by providing advice that can affect their after-tax returns. This course also presents three specific strategies that can be used with clients to help them invest more tax-effectively.
Subject by level  

Topics    
Duration   2 credit hours
Time to comple the course  
Date  
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