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SELF-STUDY SEGMENTS

The Update 2018 self-study component is comprised of four units, each with their own quiz to confirm what you've learned. Each unit includes a series of required readings containing detailed explanations and examples that support the information discussed in the seminar.

You can take advantage of our special "bundle" pricing by registering for all four self-study segments. Complete them at your convenience by March 31, 2019.

Note: Seminar or National Webinar registrants receive automatic access to all four self-study segments at no additional charge. Individuals are required to log in to access the self-study segments and accompanying quiz components.

CE CREDITS

Self-Study Segments: 6 CE Credits (upon successful completion of the quizzes for each of the four self-study segments)

BUNDLE PRICING

Access to all four self-study segments at a reduced price

Members: $75

Non-Members: $120

REGISTER NOW

Estate and Tax Planning — keeping current

LEARNING OBJECTIVES PRICESMembers: $15Non-Members: $25REGISTER NOW

  • To consider essential estate and tax planning strategies for Canadian business owners and their families.

REQUIRED READINGS

  • Uncle Sam Wants You, The Essential Canadian Guide to Estate Planning, Kevin Wark, 2017
  • Planning for Special Need Situations, The Essential Canadian Guide to Estate Planning, Kevin Wark, 2017

CE CREDITS

1 CE Credits (upon successful completion of the quizzes for this self-study segment)

Living Benefits For Business Owners — looking forward

LEARNING OBJECTIVES PRICESMembers: $30Non-Members: $50REGISTER NOW

  • To understand the importance of living benefit considerations for business owners.

REQUIRED READINGS

  • Business Needs and Products, Disability Insurance and Other Living Benefits, Jacqueline E. Figas, 2012
  • Health Spending Accounts and Private Health Services Plans, Disability Insurance and Other Living Benefits, Jacqueline E. Figas 2012
  • Shifting Towards Autonomy — A Continuing Care Model for Canada, C.D. Howe Institute, Åke Blomqvist and Colin Busby, 2016

CE CREDITS

2 CE Credits (upon successful completion of the quizzes for this self-study segment)

Business Owners — guidance for success

LEARNING OBJECTIVES PRICESMembers: $30Non-Members: $50REGISTER NOW

  • To explore the valuable role financial advisors play in mitigating risk management issues related to corporate structures and benefits for business owners.

REQUIRED READINGS

  • Shareholder Remuneration & Benefits, CLU Tax & Legal Principles for Business and their Owners, The Institute, 2016
  • Buy-Sell Arrangements, CLU Tax & Legal Principles for Business and their Owners, The Institute, 2016
  • Definitions & Corporate Relationships, CLU Tax & Legal Principles for Business and their Owners, The Institute, 2016
  • The Capital Dividend Account, CLU Tax & Legal Principles for Business and their Owners, The Institute, 2016

CE CREDITS

2 CE Credits (upon successful completion of the quizzes for this self-study segment)

Behavioural Finance in Canada — a way forward

LEARNING OBJECTIVES PRICESMembers: $15Non-members: $25REGISTER NOW

  • To examine behavioural finance issues impacting Canadians and the critical role financial advisors play.

REQUIRED READINGS

  • Financial Advice in Canada: A Way Forward, Ivey Business School, Chuck Grace, Amelia Young & Andrew Sarta with Romina Maurino, 2017

CE CREDITS

1 CE Credits (upon successful completion of the quizzes for this self-study segment)

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).