Learning Partner

We're putting the finishing touches on our newest Course, Income Tax for Financial Advisors, which should be released during the week of December 16th, just in time for the year-end CE crunch! If you'd like to be notified when the Course is available for order, sign  up for our newsletter (you can always unsubscribe at any time!). Just click the Newsletter link at the bottom of our website.

Format/Price: PDF File (150 pages), with online quiz required for CE credits. 12 CE hours for certified financial planners and insurance advisors. $149 plus tax.

Course Description: As a financial advisor, you need to know enough about our tax system to be able to advise your clients appropriately. Given that the Income Tax Act is now about 1,500 pages long and is constantly changing as a result of each Federal Budget, maintaining a competent level of knowledge is obviously a challenge.

This Course, written in plain English, will give you a solid tax foundation so that you can better service your clients, while also helping you recognize when you should refer a client to a tax specialist. It will also serve as a handy reference when you need to refresh your memory on a specific tax topic.

This Course is being published in two parts (Part 1 in December 2013, Part 2 in mid-2014). Part 1 consists of a 150-page textbook (PDF file) and an online Quiz, and it covers the following topics:

  1. Overview of the Canadian tax system
  2. Employment income and deductions
  3. Property income (interest, dividends, rental income, income earned as specified member of a partnership) and deductions
  4. Capital cost allowance
  5. Capital gains and losses
  6. Dispositions of depreciable capital property
  7. Capital gains exemptions
  8. Income attribution rules

Written by Learning Partner — December 11, 2013