Provide Expert Retirement, Estate and Trust Advice
In the increasingly competitive wealth management industry, individuals with specialized expertise in this growing sector are increasingly valuable. Advisors looking to deal with the complex needs of high net worth clients in the areas of retirement and estate planning will benefit from the focused, advanced knowledge of retirement, insurance, tax and estate planning found in this course.
You'll learn to:
- Develop sophisticated, yet flexible wealth management plans to address life stages and changes
- Provide financial products that monetize assets into income to support a client's desired retirement lifestyle without risking assets and wealth
- Understand the reality of retirement in the current economy including the implications for women
- Identify and recommend strategies to help minimize risks to a client's wealth
- Identify opportunities to help clients who have businesses with their borrowing and treasury management needs.
- Navigate the retirement discovery process and recommend strategies to minimize taxes
- Understand various types of executive compensation plans and tax minimization strategies
- Improve your understanding of Wills, Powers of Attorney, Living Wills and Probate and their roles in wealth transfer plans
- Understand the various ways to value a business for purposes of business succession planning
- Understand the role of trusts in the wealth planning process
- Provide succession planning for small business and identify the appropriate solution for each unique situation
- Explain the challenges and benefits of gifting assets, charitable giving and its tax implications
|Approximate Hours of Study**|
|Hours of Study||140 - 180 hours|
(weightings are approximate)
|The Canadian Wealth Management Market||4%|
|Personal Risk Management Process and Identification of Risks||9%|
|Growing and Protecting a Client's Business||9%|
|Market and Non-Market Risks of Retirement||8%|
|Executive Compensation and Tax Strategies During Retirement||11%|
|Dealing with Wealth Transfer Clients||11%|
|Tax and Business Succession Planning||12%|
|Gifting Assets and Planned Charitable Giving||7%|
|The Role of Trusts and the Family in Wealth Transfer||12%|
|Number of Exams||1|
|Exam Length||180 minutes|
|Question Format||Multiple Choice|
|Questions Per Exam||100|
|Attempts Allowed Per Exam||3|
|Enrolment Period||1 year†|
Continuing Education (CE) Credits
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