The Final Plan
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 |
| IDD (CIRO) | 4.0 | Professional Development |
| Institut de Pl. Fin. | 2.0 | 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.
The Final Plan
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