CSI will be performing system maintenance on Saturday April 13th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

What is the course syllabus?

Expand All| Collapse All

Chapter 1 - Insurance

Topics covered in this chapter are:

  • Critical Illness Insurance
  • Long-Term Care Insurance
  • Accessing the Cash Value of Permanent Life Insurance
  • Advanced Uses of Life Insurance
  • Insurance for Corporations
  • Taxation of Insurance

Chapter 2 - Family Law and Estate Planning

Topics covered in this chapter are:

  • Support and Maintenance Obligations
  • Division of Property upon a Relationship Breakdown
  • Foundations of Trusts
  • Inter Vivos Trusts
  • Testamentary Trusts
  • Absolute Discretionary Trusts
  • Estate Obligations
  • Dying with a Will
  • Intestacy (Dying without a Will)
  • Probate

Chapter 3 - Business Law

Topics covered in this chapter are:

  • Advanced Decision-Making for Sole Proprietorships
  • Advanced Decision-Making for Partnerships
  • Advanced Decision-Making for Corporations
  • Partnership and Shareholder Agreements
  • Foundations of Contracts

Chapter 4 - Taxation for Individuals

Topics covered in this chapter are:

  • Income from Self-Employment
  • Tax Deductions for Self-Employed Business Owners
  • Income Splitting for Individuals
  • Sole Proprietorships and Partnerships
  • Net Rental Income
  • Taxation for the Deceased
  • Trusts

Chapter 5 - Corporate Tax

Topics covered in this chapter are:

  • Corporations
  • Types of Corporations
  • Shareholder Withdrawals from a Corporation
  • Paid-up Capital
  • Capital Gains Exemption
  • Personal Service Business
  • Holding Companies
  • Interest and Dividend Income Received by Investors

Chapter 6 - U.S. Taxation for Canadian Residents

Topics covered in this chapter are:

  • U.S. Taxation Rules for Canadian Snowbirds
  • Taxation of Investments Owned by U.S. Individuals
  • U.S. Estate Tax

Chapter 7 - Registered Retirement Plans

Topics covered in this chapter are:

  • Pension Buyback
  • Pension Commutation
  • Options upon the Death of a Registered Retirement Savings Plan Annuitant
  • Options upon the Death of a Tax-Free Savings Account Holder
  • Options upon the Death of a Defined Benefit Pension Plan Member
  • Options upon the Death of a Defined Contribution Pension Plan Member
  • Options upon the Death of a Deferred Profit Sharing Plan Member
  • Options upon the Death of an Annuitant of a Locked-in Retirement Savings Vehicle
  • Supplemental Executive Retirement Plans
  • Retirement Compensation Arrangements
  • Individual Pension Plans

How will you learn?

CSI’s online learning system helps you meet your study goals. You’ll benefit from:

  • Textbook readings available in PDF and e-Books
  • End of chapter review questions to help you reinforce your learning and identify topics that may need to be revisited during exam preparation
  • Online assistance from CSI’s academic support specialists