This course examines key personal tax issues advisors should discuss with clients. CE credits are available from IIROC, FPSC and The Institute (Advocis). See Accreditation details for more information.

This course has been updated for the 2016 tax year:

  • All figures have been updated for the 2016 and 2017 tax years.
  • Information is included about the new Principal Residence Exemption rules.
  • Childcare tax benefit information has been updated.

This course consists of a slide presentation and accompanying audio. Please click Play on the audio player, and follow the audio with the slide deck, below, by manually advancing the slides.

For the 2015 tax year version of this course, go here. If you took the 2015 version of this course, your certificate is still valid.

Next steps

  • Take this test Log in and answer a multiple-choice exam about the material.
  • A CE Certificate will be issued electronically through the website after you pass the exam with a score of 65% or greater. (Because this exam consists of 10 questions, a score of 7/10 is needed to pass.)
  • Accreditation details
  • More CE courses

Michelle Connolly, CPA, CA, CFP, TEP, is vice-president, Tax, Retirement and Estate Planning at CI Investments. MConnolly@ci.com
Originally published on Advisor.ca

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