| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
Estate planning is the exercise of planning what will happen to the assets and liabilities of a person after his death. It is based on a person who wishes to guide how his assets are used, instead of leaving control in the hands of others.
This course provides a wealth of no-nonsense detail about plans that must be made during life, what happens to the estate at death, and how to prepare for taxes now and then. A focus on insurance products ensures you will equip your clients with insurance designed to meet their estate needs.
This course helps you to structure a plan for the future.
- Learn what happens to estates at death and how to prepare for taxes before and after;
- Find out what plans must be made during life in preparation of a client’s estate;
- Discover insurance products that will ensure you are equipped to help your clients with insurance designed for their needs.
$69.95
$69.95