Risk Management & Estate Planning

Business Career College
Edmonton, Calgary, Toronto, Vancouver, Canada

Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced

Course Description:

'' After completing this course, participants will be able to:

· Assess and evaluate a client’s exposure to risk
· Inform clients on property, life, disability, health and critical illness insurance
· Explain the tax treatment of various forms of insurance
· Identify and explain to clients the circumstances around when personal trusts or estate freezes are an appropriate option for wealth preservation and transfer
· Explain to clients the functioning of trusts in estate planning
· Inform clients of the tax implications of trusts and estate freezes
· Attain a basic understanding of financial planning or businesses
...''

Elements of this syllabus are subject to change.

Phone:1-877-994-9019

School Address/Venue(s):

Suite 206, Capilano Mall
5004 98th Avenue
Edmonton, AB T6A 0A1

Suite 115, 2323 32 Avenue NE
Calgary, AB T2E 6Z3

#400 - 604 Columbia Street
New Westminster, BC V3M 1A5

#206 - 5555 Eglinton Ave West
Toronto, ON M9C 5M1


Jobs & Resumes: Edmonton, Calgary, Toronto, Vancouver
Houses & Roommates: Edmonton, Calgary, Toronto, Vancouver
Travel Agencies: Edmonton, Calgary, Toronto, Vancouver

Search other schools for Risk Management & Estate Planning training resources.

Fundamentals of Personal Finance
Investment and Tax Planning
Personal Financial Planner
Mutual Funds
Life License Qualification
Leveraging

Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors. It was archived statically and not updated from day to day.
 

Facts: We serve the schools and students around the world. Major visitors come from India, United States, United Kingdom, Canada, Australia, Philippines, Malaysia, Singapore and South Africa.