Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

Financial Planning for Snowbirds (0450)


Cross-border planning and US tax compliance requirements for Canadians spending time in the US.

Topics Include: Residency for US income tax purposes (US tax filing requirements for snowbirds, taxation of rental income from US property), purchase of US real estate, financial and money management (taxation of US investments, retirement planning issues), US estate planning issues for snowbirds, risk management issues (health, life, long-term care and property insurance), options available for permanent US residency.