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PFPI09A Taxation and Legal Aspects Seminar: Trusts Demystified

This course is for:
Financial planners with a diversified client base who are likely to benefit from a trust during their lifetime or after their death.

General description of the course:
Your clients include different types of people, and you want all of them to benefit from the best possible advice. You know that trusts are an interesting option, but do you know which type of trust to suggest in which situation?

This course will review different types of clients and situations to help you identify opportunities to use a trust.

This training will provide you with the knowledge you need to understand the uses and value of trusts.

By the end of the course, the participants will be able to:
Identify situations in which a trust should be one of the legal structures recommended to a client, and understand the ramifications of a trust on the various financial planning areas.

3 HOURS OF PREPARATORY WORK AND 2 DAYS OF 6 HOURS IN CLASS.

Catégories à la CSF : 3 UFC en matière générale, 4 UFC en assurance de personne, 4 UFC en courtage en épargne collective et 4 UFC en conformité.

Activité de formation reconnue en vertu du Règlement sur la formation continue obligatoire des avocats - 12 h (valide du 21 février 2011 au 21 février 2013).




Accreditation

Organism Accreditation Number Units Subdomain
Barreau du Québec
12.0 Règlement sur la formation continue obligatoire des avocats
Chambre des notaires du Québec
15.0 Juridique
CSF


CSF12-08-28130
4.0 Assurance de personnes
4.0 Conformité
4.0 Courtage en épargne collective
3.0 Matière générale


Schedule

Date Start Time End Time Location Classroom
November 15, 2012 8:30 16:00 Holiday Inn Select, Montréal
November 16, 2012 8:30 16:00 Holiday Inn Select, Montréal