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Miscellaneous Tax Topics


CFP® certificants: This course qualifies for 3.0 FPSC-approved CE credits in the Financial Planning category.

Life Agents (provincial requirements): 3 hrs in ON

FORMAT: Written course notes in PDF format (read them online or print them). You must complete an online Course Quiz to obtain CE credits.

As a financial advisor, you are expected to have a good working knowledge of personal income tax. This course covers a few miscellaneous topics that don’t fit within our other tax-related courses, but that you may still find useful in your practice. These topics include:

  • pension splitting;
  • charitable donations; and
  • student income tax.

    PUBLISHED: November 2017

    AUTHOR: Roxanne Eszes, CFP®

    NOTE: You have one year from time of purchase to complete this course.

    FPSC and FPSC CE Credit logo are registered trademarks of the Financial Planning Standards Council


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