CE CREDITS:

• CFP^® and QAFP^® certificants: 4.0 CE credits in the Financial Planning category
• MFDA: 4 PD credits
• IIROC: 4 PD credits, Cycle 9 (2022 - 2023)
• Life Agents (provincial requirements):
• Life agents: (provincial requirements) 4.0 hrs credits in ON and SK (subject to 5 hr limit on non-insurance subjects in SK)
• CLUs: Not Institute accredited, but will likely qualify for 4 Institute-approved Professional Development credits. See What's the difference?
• CPAs: 4 verifiable CPD hours

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

 

An estimated 2.9 million Canadians are self-employed, and about half of these are through sole proprietorships and partnerships. These small businesses help drive the Canadian economy. As an advisor you undoubtedly have many clients who use these business forms to generate their wealth. An understanding of the taxation of sole proprietorships and partnerships will help you serve these clients better. The 2021 Edition of this course reflects recent changes to the taxation of work in progress and eligible capital expenditures.

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