Part II: Self-study

This online segment includes a series of required readings that provide more detailed explanations and examples supporting the information discussed in Part I (Seminar), as well as readings that address the additional learning areas not included in the Seminar.

Click on "+" signs for more information about each learning area presentation. To close a panel click on the "–" sign.

Financial Independence for Business Owners




Learning Objective: to understand the major implications for business owners concerning retirement and succession planning.

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Key Reading Areas
  • Tax and Estate Planning
  • Succession Planning
  • Planned Giving
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Valuation ... From Tax Implications to Asset Protection




Learning Objective: to assess the tax implications of life insurance policy valuation in business and personal financial planning.

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Key Reading Areas
  • Capital Gains Exemption for Corporations
  • Life Insurance Policy Transfers: Income Tax Implications
  • Charitable Gifting
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Retirement – Are We Going to Be OK?


Learning Objective: to consider alternatives for dealing with the diminishing values of retirement savings plans due to today’s economy and longer life expectancies.

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Key Reading Areas
  • Retirement Planning
  • Proposed Changes to CPP
  • Individual Pension Plans
  • TFSAs – planning opportunities
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From "I Do" to Undo: the Impact of Divorce on Financial Planning

I Do to Undo

Learning Objective: To understand the financial issues confronting couples upon the dissolution of their union.

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Key Reading Areas
  • Financial Advisor's role in divorce process
  • Family Law issues
  • Division of assets
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Tax Changes impacting Financial Advice


Tax changes

Learning Objective: To asses the implications of key CRA assessments on financial planning issues.

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Key Reading Areas
  • Lunp sum disability payments from life insurance policies
  • Creditor insurance and the CDA and ...
  • Taxation of corporate-owned insurance
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Additional Learning Areas


Learning Objective – In addition to the above, key reading areas – all of which support Part I (Seminar) of this program – required readings have also been selected to address two timely insurance and taxation topics of study.

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Key Discussion Areas
  • Assuris
  • Taxation of Employee Taxable Benefits
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In addition to the above, key reading areas – all of which support Part I (Seminar) of this program – required readings have also been selected to address:

  • Assuris
  • Taxation of Employee Taxable Benefits


Part I:  Facilitated sessions with video interviews of experts