Continuing Education → Professional Development → CAASA

Estate & Tax Planning Update (CAASA008)

0.5 MFDA: Professional Development (8804)
0.5 FP Canada: Financial Planning (8804)

This course was produced for CAASA’s Wealth Managers’ Forum featuring Tim Cestnick of Our Family Office. Tim speaks to his years in the industry and how he has created marketing and planning campaigns for clients’ tax and wealth management needs. Anticipating preferences and producing information on regulatory and tax requirements as well as plans to create value for investors is a must-have in this world of integrated planning and advice.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 0.5 MFDA: 0.5 MFDA: Professional Development (8804... CFA: 0.5 MFDA: Professional Development (8804...

  • Estate & Tax Planning Update
  • Test
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever