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Estate Planning With and Without Life Insurance for Canadians 1 Credit

Estate Planning With and Without Life Insurance for Canadians 1 Credit

  • Rating

    4.4
  • Reviewed on

    February, 2024
  • Subject Area

    Finance

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Aug 08, 10:00 AM ET

Learning Objective

  • To analyze estate planning.
  • To discuss the documents required for planning
  • To discuss how leveraged estate planners will pass more money to beneficiaries than those who don't.

Course Overview

This CPD course is specific for Canadian Audiences only

According to Warren Buffett - The rich plan for 3 generations and the poor plan for Saturday Night.

Life presents all of us with circumstances – some good – some bad. We all believe that we will live forever, healthy and vibrant, yet, life as some of us know throws us all curveballs. Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures.

How to minimize tax implications and heaven forbid at time of incapacity or death, someone else gets your money other than Uncle Sam. The goal here is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.

Most people don't leverage when it comes to Estate Planning. So this CPD course will show attendees how to create leveraged Estate Planning. As a result, beneficiaries will get more money, sooner, and be tax-free.

So many self-made investors, when they are alive, want their money to grow and are worried about management fees and the rate of return. What they fail to plan is how much money will be taxed before their beneficiaries receive the money.

This CPD webinar will help attendees learn the steps required to do Estate Planning. 

  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Finance for CPA in Canada
  • 1 PL Credit of Estate Planning for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Professional Development for Personal Financial Planner (PFP)
  • 1 PL Credit of Estate Planning for CIPM
  • 1 CE Credit of Professional Development for Certified International Wealth Manager (CIWM)
  • 1 CE Credit of Professional Development for Designated Financial Services Advisor (DFSA)

  • 1.5 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Taxes for CPA in Canada
  • 1.5 PL Credit of Estate Planning for Chartered Financial Analyst (CFA)
  • 1.5 CE Credit of Estate Planning for Personal Financial Planner (PFP)
  • 1.5 PL Credit of Estate Planning for CIPM
  • 1.5 CE Credit of Advanced estate planning for Certified International Wealth Manager (CIWM)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

About Instructor

Linda Yao
Linda Yao

, EXPERIOR FINANCIAL GROUP Inc.

  • 4.2
  • rating
  • rating
  • rating
  • rating
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Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.  

While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily. 

It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax. 

She is focused on helping them in building wealth for future generations to leave a sizable

legacy effortlessly by following a few simple steps.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.4

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DH

Delon Ho, CPA in Canada

Thanks Linda and Sam!

JD

Joel D'souza, CPA in Canada

Informative

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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