Planning for Clients with a Disability
The course Planning for Clients with a Disability covers the most important topics which are relevant to those are impacted by a disability. Presented in four sections, this course covers the benefits and tax incentives which are available, the Registered Disability Savings Plan (RDSP), how to undertake proactive planning, and we conclude with a section related to the soft side of running one's practice.
To receive continuing education (CE) credits, you need to receive a mark of 9 out of 15 or higher on the final quiz. This course qualifies for the following CE credit hours:
| Governing Body | Credit Hours | Category |
|---|---|---|
| AIC | 5.0 | A&S Insurance only |
| CSF | 5.0 | Insurance of Persons / Assurance de Personnes |
| FP Canada | 5.0 | Financial Planning |
| IAFE - The Institute | 5.0 | n/a |
| ICM | 5.0 | Life/A&S |
| ICoBC | 5.0 | Life/A&S |
| ICS | 5.0 | n/a |
| IDD (CIRO) | 5.0 | Professional Development |
| Institut de Pl. Fin. | 5.0 | SFPA / PDOM |
| MFD (CIRO) | 5.0 | Professional Development |
This course may also qualify for CPA credit hours. More information about continuing education requirements is available here.
Planning for Clients with a Disability
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