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What will you learn about?

  • Explain the three strategic categories of effective tax planning.
  • Illustrate how federal personal income taxes are calculated.
  • Describe the type of investment returns and what taxation rules apply to them.
  • Differentiate between taxable and non-taxable employee benefits.
  • Explain the various techniques used to minimize taxes.
  • Compare the features of registered plans that are used for non-retirement goals.
  • Identify the types of corporate structures and their relationship to taxes.

How will you learn?

CSI’s online learning system helps you meet your study goals. You’ll benefit from:

  • Learning objectives and goals that keep you focused
  • Interactive tools to help you evaluate and apply course material
  • Course updates
  • Assistance from CSI’s academic support specialists

What is the course syllabus?

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Module 1 – Understanding Tax Returns MFDA CE PD Credits: 2

In this module, you will learn about the importance of addressing income tax issues in financial planning. We explain three tax planning strategies: eliminate, reduce, and defer taxes payable by clients. We also explain how income taxes are calculated on personal income tax returns, including the deductions and non-refundable tax credits that can reduce a client’s tax bill. You will also learn about the rules that apply to taxation of investment income. We also explain how some employee benefits are taxable and others are not.

Topics covered in this module:

  • Financial Planning and Taxation
  • Personal Income Tax Returns
  • Taxation of Investment Income
  • Taxable and Non-Taxable Employee Benefits

Module 2 – Tax Reduction Strategies MFDA CE PD Credits: 3

In this module, we discuss various techniques that can be used to minimize taxes. You will learn about the features and tax advantages of different types of registered accounts used mainly for non-retirement purposes. You will also learn how the different types of business structures are taxed differently and what the advantages are of certain types of structures.

Topics covered in this module:

  • Techniques to Minimize Taxes
  • Registered Plans Used for Non-Retirement Goals
  • Incorporation

Module and Course Completion

Upon successfully completing each course module (by completing the module’s online quiz), you will earn multi-jurisdictional continuing education (CE) credits as shown in the table below. Thus, you will earn CE credits incrementally as you progress through the course.

Once you complete all modules in this course, you will have completed the full course. You can then download a Notice of Course Completion through your student profile. This notice will remain on your profile as formal confirmation of your course completion.