Explore advanced risk-management techniques and estate-planning concepts. This course covers insurance intricacies, including the tax treatment of insurance products, as well as how wills and estate plans must be designed around the individual testator’s special circumstances. Study the framework for drafting recommendations and revising wills to ensure the estate is distributed in an orderly fashion and according to the testator’s wishes.

Who should enrol?

You should enrol in the Risk Management and Estate Planning course if you:

  • Are an advisor who wishes to acquire knowledge in risk management and estate planning to complement your current role
  • Are a professional working toward obtaining financial planning credentials
  • Have experience in the financial services field and are looking to further advance your career in financial planning by pursuing the Quebec financial planning designation, Fin.Pl