Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Introduction to Law: Wills (0456)

 

After completing this course, participants will be able to:

  • Distinguish between inter vivos and testamentary gifts
  • Explain how assets can be gifted at death without the use of a will
  • Outline the requirements for capacity to make a will
  • Identify the forms of Common Law and Civil Code wills
  • Outline the legal requirements of a will
  • Describe the processes and documentation required for changing or revoking a will
  • Explain general issues related to foreign wills and multiple wills
  • Understand the use, purpose and legal considerations of a memorandum or letter attached to a will
  • Explain the use and purpose of a fee agreement for an Executor and Trustee
  • Identify the rules for will interpretation
QUIZ FORMAT
Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz N/A
Passing Grade 60%*
Attempts Allowed Unlimited*
ENROLMENT PERIOD
Enrolment Period 6 months

* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.

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