May 7, 2020 By Canadian Preplanning Council

Course 3 – Financial Considerations and Challenges of Estate Administration – 5 Hours

Course 3 – Financial Considerations and Challenges of Estate Administration – 5 Hours

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Course Content

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Chapter 1: Company Benefits and Pensions 1 Topic | 1 Quiz

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Company Benefits and Pensions

Chapter 1 Questions

Chapter 2: Personally Owned Life Insurance 1 Topic | 1 Quiz

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Personally Owned Life Insurance

Chapter 2 Questions

Chapter 3: Corporate Life Insurance Policies 1 Topic | 1 Quiz

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Corporate Life Insurance Policies

Chapter 3 Questions

Chapter 4: Registered Assets 1 Topic | 1 Quiz

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Registered Assets

Chapter 4 Questions

Chapter 5: Non-Registered Assets & Taxation 1 Topic | 1 Quiz

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Non-Registered Assets & Taxation

Chapter 5 Questions

Chapter 6: Business Assets 1 Topic | 1 Quiz

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Business Assets

Chapter 6 Questions

Chapter 7: US Estate Tax for Canadians 1 Topic | 1 Quiz

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US Estate Tax for Canadians

Chapter 7 Questions

Chapter 8: Stress 1 Topic | 1 Quiz

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Chapter 8 Questions

Chapter 9: Counselling 1 Topic | 1 Quiz

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Chapter 9 Questions

Chapter 10: Conflict Resolution 1 Topic | 1 Quiz

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Conflict Resolution

Chapter 10 Questions

Chapter 11: Dealing with Beneficiaries 1 Topic | 1 Quiz

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Dealing with Beneficiaries

Chapter 11 Questions

Chapter 12: Financial Challenges 1 Topic | 1 Quiz

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Financial Challenges

Chapter 12 Questions

Chapter 13: Challenging the Will 1 Topic | 1 Quiz

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Challenging the Will

Chapter 13 Questions

Chapter 14: Insufficient Assets 1 Topic | 1 Quiz

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Insufficient Assets

Chapter 14 Questions

Chapter 15: Executor and Estate Trustee Insurance 1 Topic | 1 Quiz

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Executor and Estate Trustee Insurance

Chapter 15 Questions

Chapter 16: Mistakes and Abuse of Authority 1 Topic | 1 Quiz

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Mistakes and Abuse of Authority

Chapter 16 Questions