Description
Business Planning is a comprehensive, three-module deep dive designed for Canadian financial professionals seeking to elevate their expertise in advising small-business owners, structuring tax-efficient corporate strategies, and optimizing owner-manager distributions. Through a blend of real-world examples, interactive knowledge checks, and case studies, participants will gain the insights and tools needed to guide clients through the intricacies of Canadian business ownership—from entity selection to sophisticated wealth-extraction techniques.
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CE Credits : 8.0 MFDA CE Activity Cod... : 1000009111 IIROC : 8.0 CIRO (IIROC) Professional Developmen... MFDA : 8.0 CIRO (MFDA) Professional Development... FSRA : 8.0 FSRA (ON) Life Insurance Credits AIC : 8.0 AIC (AB) Life Insurance Credits - 72... ICBC : 8.0 ICBC (BC) Life Insurance Credits ICS : 8.0 ICS (SK) Life Insurance Credits ICM : 8.0 ICM (MB) 8 Life or 8 A&S Credits - 4... CSF : 8.0 CSF - General Subject - CSF24-12-65... CFP / QAFP : 8.0 FP Canada - Financial Planning - 179... CIM / PFP : 8.0 CIM/PFP Professional Development (PD... CFA : 8.0 CFA: Professional Learning (PL) CPA : 8 CPA: Continuing Professional Developme... Advocis : 8.0 Advocis / IAFE - IAS25095808 ("Finan... IQPF : 8.0 IQPF - IQPF25-06-0014-G ("Financial ...
