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Home > Learning > Courses > Advanced Mutual Funds Advice Program (AMFA) > Estate Planning – (AMFA Program) > ESPL Curriculum
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In this module, we explain the concept of personal risk management as part of a fully integrated wealth management plan. We describe the different characterizations of risk and what they mean to both advisors and clients. We also explain the different methods that analysts use to measure risk. Finally, we provide a process for creating a personal risk management plan that can be used throughout the client’s life cycle.
Topics covered in this module:
In this module, you will learn about estate planning – more specifically, will planning – under Canadian law, including common law in most of Canada and the Civil Code of Quebec. We explain how the probate process works and provide some strategies that clients can use to reduce the costs associated with the probate process and potential probate fees. Later in the module, you will learn why clients should arrange a power of attorney for personal care (or a living will) and an enduring power of attorney for property as a substitute decision maker in the event of incapacity.
Topics covered in this module:
In this module, we talk about the issues that clients should discuss with their families regarding the transfer of their wealth, either before or after death. We provide a three-stage approach to your own discussion with clients, and we identify the family-related issues you should address. You will learn how various family law issues can affect wealth transfer arrangements and the importance of having a team of professionals you can rely on to provide advice to clients in this regard. You will also learn how to deal with potential family conflicts during the family conference. Finally, you will learn the importance of having a structure in place to deal with potential issues of mental or physical incapacity in the future.
Topics covered in this module:
In this module, you will learn about the different types of trusts and their specific roles in estate planning. We also explain how to reduce an estate’s income tax burden, both before and after death. Later in the module, we end by providing a checklist of issues you and your clients should consider when preparing an estate plan.
Topics covered in this module:
Upon successfully completing each course module (by completing the module’s online quiz), you will earn multi-jurisdictional continuing education (CE) credits as shown in the table below. Thus, you will earn CE credits incrementally as you progress through the course.
Once you complete all modules in this course, you will have completed the full course. You can then download a Notice of Course Completion through your student profile. This notice will remain on your profile as formal confirmation of your course completion.