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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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Published
This course is valid up to January 28th, 2026 for FP Canada Professionals. It is advisable to complete this course before that to get the credit on time.
Looking to enhance your grasp of Real Asset Estate Planning? Our extensive online course immerses you in the intricate realm of taxation across life stages, sales considerations, and critical estate planning elements. Join us to delve into the dynamic world of real assets and how AI is reshaping estate planning strategies.
Throughout this CPD webinar, you'll navigate the complexities of taxation at different life phases. From comprehending tax implications during ownership to assessing considerations upon asset sales, gain vital insights crucial for effective planning. Our modules thoroughly cover estate considerations, helping you grasp the fundamental aspects that shape your clients' asset planning strategies.
Discover the transformative impact of AI on real asset estate planning. Learn how AI streamlines data interpretation, providing nuanced insights into complex estate strategies. Explore how this technology bridges knowledge gaps, assisting professionals in understanding intricate estate planning nuances effortlessly.
Moreover, our CPE/CPD course underscores the importance of human connection in estate planning. While AI processes data and suggests strategies based on historical trends, it's crucial to acknowledge the emotional facets underpinning estate planning decisions. Learn to blend data-driven strategies with empathy and understanding, ensuring a comprehensive approach to estate planning. Join Anna Knight for an enriching journey to expand your expertise and elevate your practice in the realm of real asset estate planning.
Founder, Simplicity Financial
Anna Knight is the Founder, Severance and Pension Specialist and the Certified Financial Planner at Simplicity Financial. She started Simplicity Financial with over 20 years of industry experience and with the goal of empowering Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates, and strives to be the same for the community at large.
To elevate her impact and reach, Anna delivers her money management and wealth building courses to corporations and a number of organizations and online through her carefully curated courses. She also shared her valuable and time tested wealth building strategies in her latest book "The Million Dollar Difference".
In her well established private practice, Anna either offers fee for service financial planning guidance or gets retained by her clients to manage their financial affairs ongoingly.
To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders.
To provide investment management advice, Anna is a Financial Advisor with Keybase Financial, an independent MFDA dealer. If her plans call for alterations or adding new life insurance solutions, Anna works ass an Insurance Broker with Allen Wong & Associates / BridgeForce Financial.
In case her clients need any mortgages, Anna is a full service mortgage broker (M18002128) through Assured Mortgages Division of 1490845 Ontario Ltd. (FC #10259). Through Assured Mortgages, Anna has access to any and all lenders from traditional banks, to credit unions and private lenders.
Prior to setting up her own independent practice, Anna has worked for ICM, another independent MFDA dealer for a number of years, and Royal Bank of Canada, National Bank and Manulife Financial prior to that. She not only has extensive education in her field but also years of hands on experience.
As a wellness and fitness enthusiast, world explorer and dancer and a mom, Anna ensures to keep on creating a work life balance, and encourages her clients to do the same.
Anna has been a contributor to a number of articles in the Globe and Mail and Money Sense Magazine, and contributed to a Retirement by Design book prior to writing The Million Dollar Difference.
Anna’s life commitment is making an impactful and positive difference in the lives of anyone she encounters. Therefore, along with Simplicity
Financial that donates part of their profits to charity every year and offers pro bono courses and work, Anna dedicates her time and other resources to numerous charities such as; Princess Margaret Hospital, The C.C.C.O. that supports orphanage homes for children, Interim Place, a shelter for abused women, just to name a few.
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Advance Preparation
15 Ratings
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CC
Dec 2nd, 2023
It was quite interesting. I would suggest that you download the notes prior to trying to answer the quiz questions.
AT
Dec 5th, 2023
It was a great video with many valuable insights in tax related matters
LZ
Dec 7th, 2023
Good presentation and information.
NT
Dec 26th, 2023
Great course!
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