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Professional Certificate Program

Estate and Succession Planning Certificate

Also known as: Estate Planner’s Tax Toolkit, Advanced Estate and Trust Taxation Certificate Estate Planning

34.5 Hours
16 Core Courses
CPD Approved
Estate and Succession Planning Certificate

What's included in this certificate

This comprehensive program includes 16 specialized courses designed to help you master the fundamentals.

Introduction to Estate Planning
Included

Introduction to Estate Planning

Course Value:

C$150

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Succession Planning for Business
Included

Succession Planning for Business

Course Value:

C$225

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Wills and Powers of Attorney
Included

Wills and Powers of Attorney

Course Value:

C$225

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Insurance in Estate Planning
Included

Insurance in Estate Planning

Course Value:

C$200

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Trusts in Estate Planning
Included

Trusts in Estate Planning

Course Value:

C$150

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Divorce-Driven Asset Division
Included

Divorce-Driven Asset Division

Course Value:

C$150

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Non-arm's Length Transfers
Included

Non-arm's Length Transfers

Course Value:

C$150

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Section 160 Implications in Family Transfers
Included

Section 160 Implications in Family Transfers

Course Value:

C$150

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Divorce-Driven Divisive Reorganizations
Included

Divorce-Driven Divisive Reorganizations

Course Value:

C$150

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Considerations for Dividing Assets
Included

Considerations for Dividing Assets

Course Value:

C$499

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Introduction to Personal Taxation
Included

Introduction to Personal Taxation

Course Value:

C$150

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Tax Residency
Included

Tax Residency

Course Value:

C$499

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Death of a Tax Payer
Included

Death of a Tax Payer

Course Value:

C$200

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Tax on Split Income (TOSI)
Included

Tax on Split Income (TOSI)

Course Value:

C$300

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Capital Gains and Losses
Included

Capital Gains and Losses

Course Value:

C$150

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Attribution Rules
Included

Attribution Rules

Course Value:

C$150

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What's included in this certificate

Complete the program, included in all annual memberships, to receive your certificate

Industry Recognition

Earn a certificate widely respected across Canada's accounting and tax industry, and use it to validate your tax expertise to clients.

Career Advancement

CPD-certified credentials help secure promotions, client retention, and new business opportunities. Add them to your CV, LinkedIn profile, and firm website.

Expert Instruction

Learn from industry veterans who bring real-world expertise into every well-built lecture with world-class curriculum and on-point lecture style.

Flexible Learning

Study on your schedule. Videos, quizzes, downloadable materials, mobile compatible, and 24/7 support. Lifetime access to course updates.

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See how much you save with this certificate

Individual courses total: C$3,498
Courses included: 16 courses
Certificate package: C$799
Certificate price:
C$799
You save:
C$2,699
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Complete all courses and earn your professional certificate

C$3,498 Value
C$799
one-time payment
16 courses included
Professional CPD certificate
Lifetime access to materials
Expert support included

No hidden fees

Certificate Cart

Professional Certificate Program

Original Price CAD 799.00
Total CAD 799.00
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No hidden fees