FORMAT: Course Notes in PDF format (print them or read them online). You must pass an online Course Quiz to obtain CE credits.
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. It covers the following topics:
NOTE: You have one year from time of purchase to complete this course.
AUTHOR: Roxanne Eszes, CFP®
PUBLISHED: October 2021