Pension legislation can be complex & daunting -- we get it. After numerous seminars and small group sessions, we've decided to package what works for you and your clients into a lean online course that you can finish in less than two weeks.
In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a powerful tool to deal with wealth succession, business succession, and tax optimization within a corporate environment.Learn more about the ppp101 course
MFA™-Pension & Estate Services Specialist
Complete your Pension & Estate knowledge in as little as 3 months
The baby boomer demographic is retiring and they have lots of financial issues that a highly qualified retirement and succession services specialist can answer.
This program is designed for advisors whose goal is to provide better financial coaching to boomers with significant life event decisions.Learn more about the MFA™ program
Our courses are developed and taught by Industry Specialists
JEAN-PIERRE LAPORTE, BA, MA, JD
INTEGRIS PENSION MANAGEMENT
Jean-Pierre Laporte, BA, MA, JD is CEO of INTEGRIS Pension Management Corp. and a pension lawyer. He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance. For his work on improving pension legislation in Canada, he was awarded the Queen Elizabeth II Diamond Jubilee medal in October 2012.
MARK TAUCAR, CFA
ACCILENT CAPITAL MANAGEMENT INC.
Mark Taucar, CFA has built discretionary referral platforms for notable Portfolio Managers across Canada and has engaged with referral agents for the construction of streamlined referral operations which enhance scalability, profitability, portfolio design and compliance. He has also managed successful investment strategies on behalf of thousands of individual clients that include pensions. Mark is also a faculty member of Knowledge Bureau.
In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a powerful tool to deal with wealth succession, business succession, and tax optimization within a corporate environment.
This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.
This course marries tax and financial planning competencies in order to help clients adequately fund tax-efficient income requirements by accumulating, growing, preserving and transitioning wealth through three phases of retirement—pre-retirement, in-retirement and post-retirement.
This course allows advisors to develop a consistent process for multi-generational planning that looks at tax efficiency of both income and capital left for spouses and heirs, using cutting edge tools to predict how sustainable savings will be and what can be done through income averaging, income splitting and tax deferral.
This course will help advisors become valuable resources to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business. It focuses on roles and financial issues, from both the perspectives of a business leader and successor. It also addresses the impact of succession on employees and the business as a whole, and succession of the business to third parties.
This course reviews the measurement and calculation of risk and return from the perspective of clients who are now living longer lives. Largely due to advances in preventing heart disease, more awareness, and healthy lifestyles, Canadians who reach age 65 are more likely than ever to live into their 90s. As a result, retirement income planning is a much longer process in which a focus on continued accumulation and investing is as important as the tax-efficient withdrawal of funds. Capital must be preserved at the same time.
This course provides a detailed primer in the subject area featuring common true to life scenarios because every financial advisor who discusses tax, financial or investment plans with clients should have a basic understanding of the taxation of trusts in order to discuss estate planning options with clients.
We've partnered with the Knowledge Bureau™ to provide our partners the best experience towards learning, navigating and understanding pension & estate planning.
Founded by tax expert, award-winning financial educator and best-selling author, Evelyn Jacks in 2003, Knowledge Bureau™ is a widely respected financial education institute and publisher based in Canada. Their world-class education solutions are innovative, informative, and in-depth, with a multi-disciplinary approach to professional development in the tax, accounting, bookkeeping and financial services.