Personal Pension Planning For Corporate Owner-Managers
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.
Frequently Asked Questions
The Personal Pension Planning for Corporate Owner-Manager qualifies for 30 Knowledge Bureau continuing education credits and has been submitted for IIROC pre-approved credits.
This leads towards the MFA™-Pension & Estate Services Specialist designation after completion of the 6 courses in the program.
Everything is included in the price of the course. You have the option to purchase a printed copy of the journal for your convenience if you so desire.
You have 3 months to complete the course at which time you can extend for $99 per month extension if required.
All testing, including examination, is completed online. There is no additional fee for the final exam.
A minimum of high school education, will be employed with a firm that provides services in the area of specialization and/or at least three years of industry experience, which can include owner-management of an independent firm.
Contact Knowledge Bureau at 1-866-953-4769 and one of our educational consultants would be happy to help you.
The next course in this program is the Investment Tax Strategies course