FP-Canada approved for 1 CE credit

The FP Canada CE Credit logo and QAFP marks are trademarks of FP Canada. CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.  

Course Description

Category Credits: 1 Financial Planning Credit for FP Canada + 1 Professional Development Credit for MFDA

Financial planning professionals are not licensed to provide tax advice. They must refer clients to accountants or other tax professionals. However, when dealing with investment advice, the IIROC approved person must understand which type of account to open and the implications regarding taxes. If clients withdraw money from an RRSP, TFSA, RESP, or other accounts, they should be able to address the questions the client may have about taxes.

This course explains the tax system of Canada. The method of calculating income tax is described. Various types of income calculations are calculated. The taxation of investment income is provided, with reference to interest, capital gain, and dividends. Carrying charges, borrowed funds, superficial losses, and calculation of adjusted cost basis is provided. RRSP, Spousal RRSP, RRIF, Income splitting, RESP, TFSA, and brokerage accounts are elaborated.  



Students must pass the final exam before a certificate will be issued.  

Sign up for the CE Subscription and get unlimited access to our FP Canada reviewed and approved CE courses.

Lead LLQP Instructor

Professor Adam (Aizad) Ahmad, MBA, MSc, LLQP

Earning his MBA in the UK, Adam holds many professional designations in finance to include: CSC, BCO, IFIC, LLQP, PFP, CPH, Real Estate and more.  Starting his career working for large financial institutions like Sun Life, Edward Jones, Scotiabank, and others, Adam followed his passion for education and moved on to teach life insurance and other financial certifications at various colleges in Ontario.

Now at PNC Learning, Adam helps us with our instructional design and LLQP pre-licensing and CE training.

Course curriculum

  • 1

    Video

    • FP Canada Disclaimer

    • Tax Management Strategies For Financial Planners Video
  • 2

    Quiz

    • Tax Management Strategies For Financial Planners Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

    Subscribe Now