Intro to Estate Planning in Ontario for Financial Planners

Course details

Do you have or are you considering a career that involves estate planning in Ontario? If so, this course is for you. Never before in history has there been a transfer of wealth like the one that is about to happen. Learn about the importance of estate planning in light of the impending transfer of One trillion dollars of assets from one generation to the next. This is happening in the next twenty years. The financial planner/advisor will play an even more important role in society in the years ahead. This course will help you to feel more knowledgeable in serving clients and helping them set their estate planning goals.

Estate planning can be a minefield if you don't have the knowledge. You need to be able to spot the issues. As they say - you don't know what you don't know. 

In this course you will learn not only basic knowledge of estate planning but two sessions are dedicated to building your power team. Its this power team that will catapult your business. 

I have designed this course with very little "legalese" so you can learn the material easily and gain confidence before moving onto more difficult concepts. You will learn the basic concepts of estate planning that form the foundation. My hope is that you conclude that the "Introduction to Estate Planning Course" is interesting, important and a jump start to a lucrative career! Enjoy!

Disclaimer: Please note that nothing in this course provides legal advise. Although I am a lawyer, you should not rely on anything in this course as legal advise without further discussion.