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Estate Planning


Lesson 1

  • Introduction
  • Assessing Family Needs, Priorities, And Estate Planning Goals
  • Approaching The Estate Planning Issue
  • Dying Intestate: The Government's Solution
  • The Will
  • Why a Will is Drawn Up
  • Formats of a Will
  • The Basic Clauses of a Will
  • Special Clauses in the Will
  • Appointing Guardians for Minor Beneficiaries
  • The Common Disaster Clause
  • Per Stirpes Versus Per Capita
  • Restrictions on Testamentary Freedom
  • Amending or Replacing a Will
  • Assets Covered by a Will and Assets Outside of the Estate
  • Reviewing the Will to Ensure it Meets the Client's Needs
  • Probate Procedures to Validate a Will

Lesson 2

  • The Executor
  • Selection of the Executor
  • The Wealth Manager as an Executor
  • Corporate Executor
  • Powers of Executor
  • The Legal List of Allowable Investments
  • Prudent Investor Standard of Care
  • Executor Compensation
  • Tax Minimization and Deferral Prior to Death
  • Disposition of Capital Property Prior to Death
  • Transfer of a Capital Property to a Spouse/Spousal Trust
  • Transferring Capital Property to a Corporation
  • Estate Freezing
  • The Basic Objectives of Estate Freezing
  • The Use of Holding Companies and Inter Vivos (Living) Trusts
  • Risks of Estate Freezing
  • Partnership Income
  • Death Taxes

Lesson 3

  • Estimating the Client's Final Tax Liability
  • Techniques to Defer or Reduce Taxes
  • Transfer of Property to a Surviving Spouse
  • Naming a Spouse as Beneficiary on RRSPs or RRIFs
  • Naming Financially Dependent Children as Beneficiaries
  • RRSPs on Marriage Breakdown and Death
  • Applying Unused Capital Losses
  • Life Insurance
  • Spending More Before Death
  • Farm Properties
  • Falling Market Values after Death
  • Filing Income Tax Returns at Death
  • Rights or Things
  • Tax Return for a Deceased Proprietor or Partner
  • Income Beneficiary of a Testamentary Trust
  • Allowances for Capital Losses
  • Charitable Gifts
  • Rules Regarding Charitable Donations
  • Building the Estate Planning Team
  • The Family
  • The Lawyer
  • The Accountant
  • The Business Valuator
  • Estate Appraiser
  • Funeral Director
  • The Gift Planner
  • The Grief Counselor
Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz 20
Passing Grade 60%*
Attempts Allowed Unlimited*
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.