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What is the course syllabus?

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Chapter 1 - Insurance

Topics covered in this chapter are:

  • Critical Illness Insurance
  • Long-Term Care Insurance
  • Accessing the Cash Value of Permanent Life Insurance
  • Advanced Uses of Life Insurance
  • Insurance for Corporations
  • Taxation of Insurance

Chapter 2 - Family Law and Estate Planning

Topics covered in this chapter are:

  • Support and Maintenance Obligations
  • Division of Property upon a Relationship Breakdown
  • Foundations of Trusts
  • Inter Vivos Trusts
  • Testamentary Trusts
  • Absolute Discretionary Trusts
  • Estate Obligations
  • Dying with a Will
  • Intestacy (Dying without a Will)
  • Probate

Chapter 3 - Business Law

Topics covered in this chapter are:

  • Advanced Decision-Making for Sole Proprietorships
  • Advanced Decision-Making for Partnerships
  • Advanced Decision-Making for Corporations
  • Partnership and Shareholder Agreements
  • Foundations of Contracts

Chapter 4 - Taxation for Individuals

Topics covered in this chapter are:

  • Income from Self-Employment
  • Tax Deductions for Self-Employed Business Owners
  • Income Splitting for Individuals
  • Sole Proprietorships and Partnerships
  • Net Rental Income
  • Taxation for the Deceased
  • Trusts

Chapter 5 - Corporate Tax

Topics covered in this chapter are:

  • Corporations
  • Types of Corporations
  • Shareholder Withdrawals from a Corporation
  • Paid-up Capital
  • Capital Gains Exemption
  • Personal Service Business
  • Holding Companies
  • Interest and Dividend Income Received by Investors

Chapter 6 - U.S. Taxation for Canadian Residents

Topics covered in this chapter are:

  • U.S. Taxation Rules for Canadian Snowbirds
  • Taxation of Investments Owned by U.S. Individuals
  • U.S. Estate Tax

Chapter 7 - Registered Retirement Plans

Topics covered in this chapter are:

  • Pension Buyback
  • Pension Commutation
  • Options upon the Death of a Registered Retirement Savings Plan Annuitant
  • Options upon the Death of a Tax-Free Savings Account Holder
  • Options upon the Death of a Defined Benefit Pension Plan Member
  • Options upon the Death of a Defined Contribution Pension Plan Member
  • Options upon the Death of a Deferred Profit Sharing Plan Member
  • Options upon the Death of an Annuitant of a Locked-in Retirement Savings Vehicle
  • Supplemental Executive Retirement Plans
  • Retirement Compensation Arrangements
  • Individual Pension Plans

How will you learn?

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

  • Textbook readings available in PDF and e-Books
  • End of chapter review questions to help you reinforce your learning and identify topics that may need to be revisited during exam preparation
  • Online assistance from CSI’s academic support specialists