| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 8 credits (Financial Planning) (pending) |
| Institute Members: | 8 credits (2 Ethics) (pending) |
| General Insurance Credits: | 3 credits (BC, AB, SK, MB, ON) |
The golden years: the time to enjoy the fruits of one’s labour. Make sure your clients who are in this life stage, or getting close, have information relevant to their financial needs and wealth management. Both of these courses focus on issues essential for later life planning.
The Contribution of the Will to Estate Planning
| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 5 credits (Financial Planning)(pending) |
This course describes all the good reasons to have a will, and the situation faced by survivors without one. Different forms of will are covered, including those in Quebec.
The course illustrates the crucial role of a will in estate planning and the distribution of estate assets. You will learn how the will impacts insurance needs.
Advisors who complete this course will:
- better prepare plans for the estate by assessing weaknesses in an existing will,
- professionally plan for the effect of probate,
- provide direction on how to protect assets for beneficiaries through insurance,
- competently estimate whether distribution of assets is according to the wishes of the testator, and
- adroitly compare estate outcomes with a will and without a will.
Elder Abuse and the Financial Exploitation of Seniors
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 3 credits (Financial Planning) |
| General Credits: | 3 credits (AB, SK, MB, ON) |
Elder abuse occurs in the form of diminished savings, outright theft, loss of asset ownership, a change of beneficiary designations, or abuse of power of attorney abusing the position to the detriment of the grantor.
It is happening all around you — and maybe you have had suspicions that you could not substantiate. That stops now with the knowledge you will gain from this course.
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- Recognize the causes and signs of elder financial abuse;
- Know your ethical responsibilities towards your client if you suspect abuse;
- Gain the knowledge you need in order to help suspected victims of elder financial abuse.
$79.95
$79.95