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Update 91 to The Personal Financial Planner’s Manual™

Posted by David Gobeil on

We have just released revised chapters on Personal Tax Rates and Credits; Taxation of Employees; Corporations; Taxation of Property Income; Tax-Free Savings Accounts; Investment Funds; Old Age Security; Canada Pension Plan; RRSPs and RRIFs; Pension Adjustments; U. S. Estate Taxes; and Quick Reference.  Of particular note, the Federal Income Tax Rates on Qualifying Small Business Income have been reduced to 10% for 2018 and 9% thereafter; legislation has been introduced to prevent some income sprinkling. The taxation of non-eligible dividends will be adjusted to reflect the lower small business tax rate in order to maintain integration of corporate and personal taxes. As...

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Current Developments in Personal Financial Planning - Version 90

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 Proprietorships and Partnerships; Registered Education Savings Plans;  Annuities; Estate Freezes and Substitute Decisions.   

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Current Developments Courses

Posted by John Gobeil on

If you are using the PFP Manual to complete Current Developments courses to receive continuing education credits, we have just released the courses for versions 87 and 88.  You can find them in the Courses option under the Current Developments menu.  Good luck!

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Personal Financial Planner's Manual - Update 88 Release

Posted by John Gobeil on

Update 88 to the PFP Manual has been out for a little while now.  If you are experiencing any issues with the automatic updater, know that we are looking into the problem.  It appears that our domain host has changed permissions and some users are unable to download the update patch.If you are experiencing this issue, please write info@gobeil.ca and we will send you download instructions that will help you get the latest version.

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June 2017 CFP Examinations

Posted by John Gobeil on

The June 2017 CFP Examinations have now come and gone.  We hope that if you were writing that you did well!  If you are looking to purchase study aids for the December 2017 Examinations, you can place your orders now.  If you are interested, you can have access to the June 2017 study aids until they expire at the end of June 2017.  We will have the December 2017 versions of our study aids available by the first week of July 2017, at which time anyone who has purchased the study aids will receive an email with us containing download...

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