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.

Enroll Today
Have a question or want to learn more? Call 1-866-953-4769


Discover 20 advantages that registered pension plans provide business owners that aren't possible with an RRSP.

What You'll Learn

How to find significant tax deductions by upgrading clients from RRSPs to pension solutions

How to use pension solutions within broader planning exercises such as the sale of business or transition to the next generation

Constructing portfolios within the parameters allowable by the provisions set forth in the Income Tax Act that can maximize the benefit of pensions.

Find out how the PPP differs from an IPP.

Image of laptop ready for online course

Course Content

Chapter 1
Introduction: Pension management in the context of the business owner demographic
Chapter 2
Understanding the differences between RRSP and pension regulatory environments
Chapter 3
Disadvantages of traditional RRSPs for a family company vs pensions
Chapter 4
Navigating the Tax on Passive Investments by using a pension solution
Chapter 5
Concept of Inter-Generational Wealth Transfer: pension surplus at work within a family company
Chapter 6
How can one improve on the Individual Pension Plan: a review of combination plan solutions
Chapter 7
Creditor Protection and Bankruptcy Protection in the context of pension plans
Chapter 8
Fiduciary Oversight: the pension competitive edge
Chapter 9
How the pension plan fits in with other competing strategies: insurance synergies
Chapter 10
Investment management for Canadian small businesses
Chapter 11
Asset allocation, risk assessment, return objectives and how to best maximize the probability for success in the scope of a customized pension plan
Enroll Today
Have a question or want to learn more? Call 1-866-953-4769

What's Included

Personal course selection consultation
Virtual campus orientation
Lesson and study plans
Personal instructor email support
Comprehensive Knowledge Journal
EverGreen Online Research Library
Knowledge Bureau calculators
Testing and certification
CE/CPD accreditation

Work towards the MFA™ Designation

The Personal Pension Planning For Corporate Owner-Managers is 1 of 6 courses needed for the MFA (Retirement & Succession Services Specialist Designation)

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