Enhancing the professionalism of financial advisors in the best interests of the consumer

DESIGNATION PROGRAMS

Course Code 237

 

Advanced Estate Planning

Format: Self Study
CE Credits: 30
Pre-requisite: CFP® Core Curriculum;
CLU Advanced Taxation (235); CLU Law (236)
Study Hours: 133 hours
Price:
Member: $650.00*
Non-Member: $850.00*
* plus shipping and applicable taxes

This course is the culmination of all of the courses in the CLU program. As such, information presented draws upon the technical knowledge developed in the other courses. The emphasis in this course is on the application of the knowledge gained in the other courses and on the planning process rather than just technical details. The program is designed to help financial advisors demonstrate their ability to identify problems, gather comprehensive data in order to recommend integrated solutions, essential components in their clients’ financial and estate planning.

Target Audience:

Financial advisors


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Learning Objectives:

Estate planning approaches

  • To analyze the client’s financial status and overall estate planning objectives;
  • To explain the advantages and disadvantages of different estate planning strategies and contrast them with one another;
  • To consider planning strategies involving the use of inter vivos and testamentary trusts

Charitable giving

  • To identify the client's charitable giving objectives and discuss alternatives for planned giving during life and at death

Insolvency and bankruptcy

  • To identify any current or potential creditor issues and discuss alternative strategies for the preservation of assets

Incapacity planning

  • To identify the need to plan for incapacity and the appropriate use of Powers of Attorney and healthcare directives

Estate planning strategies

  • To examine alternative strategies for the efficient and secure transfer of assets inside and outside the Will at death;
  • To formulate appropriate estate planning strategies in order to mitigate the effect of the tax implications at death;
  • To identify issues and planning strategies that are appropriate to the client’s family situation;
  • To analyze the client's business structure, with a view to determining the ways in which that interest can be preserved for wealth preservation and estate planning purposes;
  • To identify the client's U.S. assets and discuss their effect on the client's wealth transfer and estate planning

Estate planning with life insurance

  • To assess the need for life insurance in order to support the estate plan and recommend alternative insurance strategies

Delivery Methods:

The Advanced Estate Planning course is offered twice a year, in semester format.

Self-study:

The Advanced Estate Planning Course was designed as a self-study course with success highly dependent on the student's personal discipline. To increase study effectiveness, students should set up a study schedule. To maximize learning, students are encouraged to take full advantage of preparing written responses to the assignment questions as well as the examples, glossary and definitions offered throughout the course.

Instructor-led:

Advocis has partnered with a number of post-secondary institutions to offer this course in a classroom setting. Please click here for additional information on how to register for this program through one of our education partners.

Registration includes:

  • Printed study guide
  • Self-test questions
  • Access to help for course-related questions — online and fax
  • Access to the Advocis Learning Centre
  • 98-day window for completion
  • First exam attempt

Additional Materials:

Textbooks

Wealth Planning Strategies for Canadians $60.00 *

Estate Planning with Life Insurance 4th Edition $59.95 *

* plus shipping and applicable taxes

Completion Requirements:

Passing mark is 60% overall.

  • Completion of two written assignments (40% of overall mark)
  • Final open book, case based narrative response exam (60% of overall mark)
    NOTE: You must score a minimum of 50% in the final exam in order to pass the course.

Summer 2015 (registration June 1, 2015 to July 15, 2015)

Course Requirement % of Overall Course Mark Deadline
Assignment 1 20% September 2, 2015
Assignment 2 20% October 2, 2015
Narrative Exam 60% November 2, 2015

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