Planning for Clients with Children
The course Planning for Clients with Children covers the most important financial planning topics which relate to those with children. Presented in four sections, we cover what new parents need to know (such as parental and maternity benefits), the various government plans and tax benefits which are available to parents, the Registered Education Savings Plan (RESP), and conclude by covering additional information for parents who have a child with a disability.
To receive continuing education (CE) credits, you need to receive a mark of 8 out of 12 or higher on the final quiz. This course qualifies for the following CE credit hours:
| Governing Body | Credit Hours | Category |
|---|---|---|
| AIC | 4.0 | Life Insurance only |
| CSF | 4.0 | General / Générale |
| FP Canada | 4.0 | Financial Planning |
| IAFE - The Institute | 4.0 | n/a |
| ICM | 4.0 | Life/A&S |
| ICS | 4.0 | n/a |
| IDD (CIRO) | 4.0 | Professional Development |
| Institut de Pl. Fin. | 4.0 | SFPA / PDOM |
| MFD (CIRO) | 4.0 | Professional Development |
This course may also qualify for CPA credit hours. More information about continuing education requirements is available here.