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Update 94 to The Personal Financial Planner’s Manual™

Posted by David Gobeil on

We will shortly mail the Update for print subscribers and release the Update for electronic subscribers. This Update includes revised chapters on Income, Taxes & Lifestyle Expenditures; Money Management; Home Ownership; Taxation of Property Income; Common & Preferred Shares; Analysis & Derivatives; U. S. Estate Taxes and Quick Reference. You can use the Manual to obtain 24 hours of continuing education each year. To complete a Continuing Education Course, you can read certain updated chapters of The Personal Financial Planner’s Manual and correctly answer 60% of the questions on a multiple-choice examination.    

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Update 93 to The Personal Financial Planner’s Manual™

Posted by David Gobeil on

We will shortly mail the Update for print subscribers and release the Update for electronic subscribers. This Update includes revised chapters on Income Tax Deductions & Social Security Benefits; Corporations; Taxation of Shareholders; Income Attribution, Split Income,  & Minimum Tax; Income Tax Compliance; Student Grants and Loans; Trusts and Quick Reference. You can use the Manual to obtain 24 hours of continuing education each year. To complete a Continuing Education Course, you can read certain updated chapters of The Personal Financial Planner’s Manual and correctly answer 60% of the questions on a multiple-choice examination.

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Update 92 to The Personal Financial Planner’s Manual™

Posted by David Gobeil on

We have just mailed the Update for print subscribers and will shortly issue the Update for electronic subscribers. This Update includes revised chapters on Planning for the Disabled; Registered Disability Savings Plans; Deductions & Social Security Benefits; Taxation of Capital Property; Income Attribution & Minimum Tax; Income Attribution & Minimum Tax; Federal Budget 2018; Employer-Sponsored Pension Plans; Other Savings Plans; Retirement Investment Planning; a Post-Retirement Plan; a Retirement Savings Plan; More Trusts; and Quick Reference. You can use the Manual to obtain 24 hours of continuing education each year. To complete a Continuing Education Course, you can read certain updated chapters...

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Blog Posts for Candidates for Personal Financial Planning Designations

Posted by David Gobeil on

Candidates for the Certified Financial Planner and the Personal Financial Planner designations are finding that the exam regimes are becoming more complicated, and the knowledge and skills required to succeed expand. To help you through your exam prep, we have established a number of blogs to give guidance and suggestions. Some focus on technical content and current developments; others on exam writing techniques. You can find them on the Menu above.

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Current Developments in Personal Financial Planning - Version 91

Posted by David Gobeil on

The Current Developments in Personal Financial Planning is a series of continuing education course for Certified Financial Planners, Chartered Professional Accountants, life agents and other financial services professionals. We recommend 6 hours of continuing education credits for each offering of the Course. This Course includes chapters on Taxation of Property Income; Tax-Free Savings Accounts; Old Age Security; Canada Pension Plan; and U. S. Estate Taxes.

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