Advanced Certified Financial Planning

Course Code: FIN 4513

Academic Year: 2021-2022

This course will provide students with advanced topics in retirement planning, taxation, law, and insurance. Examples of material covered include pension buyback and commutation, options upon the death of parties to registered retirement plans, registered retirement plans for business owners and key employees, employment insurance special benefits for self-employed individuals, options upon the death of parties to registered education and disability plans, income tax assessment rules for corporations and trusts, other income for tax purposes, income received by self-employed business owners, income splitting, tax shelters, tax consequences at death, U.S. taxation, trusts, estate freezes, taxation of business ownership structures, impacts of relationship breakdown, estate succession, trust law, business ownership structures, contracts, critical illness insurance, long-term care insurance, advanced uses of life insurance, insurance for corporations, and taxation of insurance.