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How to Earn Your CE Credit?
This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!
CE Credits provided by this presentation:
* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in bundles/packs) * CSI - 1 Professional Development credit (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.
Curriculum
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Capital Gains Changes: Impacts and Tax Planning Opportunities for Canadian Individuals
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Introduction and Instructions
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The Rules Governing CE Credits
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Presentation Overview
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Presentation Video
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Presenter Resourses
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About the Presenter: Jay Goodis
Gino Stirpe brings more than three decades as an insurance professional to his current role of Vice President of VUMI® Canada, Inc. Backed by his deep knowledge of Canada’s health care system, Gino possesses a passion for and a genuine love of the industry. Gino is a certified health insurance specialist (CHS), as well as a long-standing member of Advocis and the Conference for Advanced Life Underwriters (CALU). Gino has received numerous insurance awards in acknowledgement of his valuable industry contributions.
Capital Gains Changes: Impacts and Tax Planning Opportunities for Canadian Individuals
Stay ahead of tax changes and optimize your clients' financial strategies! Join our course to learn how to navigate the new capital gains tax rules, AMT changes, and effective planning for high-net-worth individuals. Click “Enroll Now” to get started!
$20.00