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International Taxation for Canadians



As of January 2nd, 2020 this course will no longer be available for sale.

A worldwide perspective on taxation

With more Canadians spending extended amounts of time outside of Canada and investing abroad, the complexity of their taxable status is changing. International Taxation for Canadians focuses on cross-border tax and financial planning issues for snowbirds.

This comprehensive survey of cross-border tax implications provides you with awareness of the many taxation requirements facing clients today. As a wealth manager, you’ll become familiar with international taxation implications that arise from living and investing abroad in order to better advise your growing portfolio of clients who face such issues.

This CE course is available to everyone requiring professional development hours. The CE will satisfy and complement the CIWM designation holders (formerly CSWP). The CE provides the required CIWM designation foundational knowledge related to the topic of International taxation. This  CE works towards satisfying required professional development hours.

This course would also be of interest to you if you are just seeking to update your perspective and expertise in international taxation issues to assist your clients, or require further CE credits.


After completing International Taxation for Canadians, financial services professionals will understand and identify:

  • The impact of foreign tax on clients’ savings and cash flow
  • The implications of income considered taxable in more than one country
  • The nuances of estate, inheritance, gift and exit taxes in both Canada and the US
  • Real estate administration regarding purchasing, selling and income-earning properties
  • Legislative frameworks and their effect on your clients’ residency and nationality
  • The distinction between tax relief, deductions, exemptions and the granting of tax credits

Who Should Enrol

This course is created to help bridge knowledge in international taxation and is beneficial for those individuals who hold the CIWM designation (formerly CSWP).  It’s also suitable for other professionals working in the financial planning and investment management fields, and servicing clients who face international taxation issues. Completion of this course will get you up to the new CIWM standard and satisfy CIWM, PFP, CIM, MTI, CFP, IIROC and insurance council CE requirements for professional development.

This course positions you to perform investment consultation at international levels and offer a comprehensive tax perspective to your clients.