The Final Plan

The Final Plan

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In the course The Final Plan, we cover a number of topics that relate to one's final major life event. We begin by covering the planning phase which includes one's will and power(s) of attorney (POA), and estates. We then move into eligible funeral arrangements (EFA), and conclude by covering the requirements following a person's death, including probate and the final tax return(s). 

In order to receive CE credits, you will need to receive a mark of 9 out of 15 or higher on the quiz. This course qualifies for the following continuing education (CE) credits:

Governing Body Credit Hours Category
AIC 4.0 Life only
CSF 4.0 Mutual Funds / Épargne Collective
FP Canada 4.0 Financial Planning
IAFE - The Institute 4.0 n/a
ICS 4.0 n/a
IIROC 4.0 Professional Development
IQPF pending pending
MFDA 4.0 Professional Development

This course may also qualify for CPA credit hours. More information about continuing education requirements is available here.