Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Executive Compensation (EXCO)

 

Learn to guide your high-net-worth clients through the complexities of their executive compensation

In today's highly competitive financial services landscape, employers attract and retain key personnel by offering generous compensation packages. Financial advisors to executives and senior managers must be able to guide these wealthy clients through the various features of their compensation and help them make good financial choices.

The Executive Compensation course provides learners with an understanding of the key components of executive compensation, including base pay, bonuses, stock options and deferred compensation, as well as the tax and legislative considerations of each component.

Benefits

Executive Compensation provides a foundation in the concepts and principles of executive compensation in Canada. The course was prepared to help advisors better understand the key concepts of executive compensation so they can provide sound advice to clients who are executives and senior managers.

Learners who complete the course will be able to explain how their wealthy clients earn their incomes and what factors motivate them in their daily work and career planning. Learners will be able to advise these clients appropriately regarding the implications of their financial choices and opportunities. 

Who Should Enrol

Executive Compensation is designed for financial service providers who specialize in wealth management for high-net-worth earners. It is recommended for the professional development of investment advisors, financial planners, private bankers, wealth managers and managers of financial planning.

What You will learn:

The following topics are covered in the course:

  • Regulatory considerations of executive pay
  • Taxation of bonuses and base pay
  • Features of employee stock options
  • Corporate and tax treatment of stock options
  • Methods for exercising stock options and related risks
  • Various types and features of deferred compensation
  • Taxation of deferred compensation