Canadian Securities Institute, Moody's Analytics Training & Certification Services
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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

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.