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. Click here for more information on our response to COVID-19 and booking your exam.

Estate Planning

 

Estate planning should always be an important consideration in the management of an individual's wealth. In this course, you will see how an estate plan can be designed to help clients meet beneficiaries' needs, reduce costs associated with transferring wealth, and minimize taxes payable after death.