Succession and Wealth Planning for Financial Professionals

Note: This Live Virtual course is presented in collaboration with CPA Western Provinces. The content is applicable to all participants. If you have questions regarding this course, please contact pdregistration@cpaalberta.ca

Overview:

This course is designed for any financial professional concerned about their future and their family’s future.  It will highlight the interplay between succession and wealth planning ensuring financial stability during transitions and mitigating risks associated with succession changes. Building on the alignment of personal and professional financial objectives. Additionally, exposing technology and tools that are available.

You will garner insight into the wealth and succession planning process beyond the typical financial professional bias to tax planning, this course will highlight additional attributes to consider for example, family law issues, Retirement plans, Powers of Attorney, Long-term care and implications of Beneficiary Designations. Post course, financial professionals will be able to apply the material to their own situation but also will be able to effectively advise their clients and or colleagues.

Course Content:

In this course, you will gain knowledge about the following topics:

• Wealth planning process
• Financial Planning incorporating diversification and risk management
• Retirement and Estate Planning
• Will terms to contemplate
• Succession and operational readiness
• Client relationship and transition plans
• Leveraging Trusts
• Legal, tax and regulatory documentation to have on hand
• Continuity Planning
• Technology and Tools
• Case studies outlining successful succession plans

Who Will Benefit: 

This course is applicable for any financial professional that realizes the benefit of planning and the advantages of taking a strategic approach to their future.