Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

Planned Charitable Giving


Advise clients on charitable giving strategies

Baby boomer clients nearing retirement are beginning to think about how to distribute their accumulated wealth. Whether it’s passing their assets along to family, making charitable gifts, or both, they need someone with the expertise to advise them on how to not only distribute their wealth, but also handle their charitable giving as tax efficiently as possible.

The Planned Charitable Giving (PCG) course builds credibility

PCG teaches students how to improve their service to clients who are nearing retirement or already retired. It delivers a comprehensive understanding of the benefits and challenges of gifting different assets, as well as advice about charitable donations and their tax benefits. This solid foundation gives advisors the knowledge they need to keep clients informed about their charitable giving options when building a wealth transfer plan. PCG will appeal to investment advisors, wealth managers and financial consultants and planners who work with retail clients.

Who should enrol?

The Planned Charitable Giving (PCG) course is designed for wealth managers, financial consultants and planners, and investment advisors. Mutual funds sales reps, life insurance sales agents and investment counsellors will also find this relevant.