Master client tax issues with our new CE course

By Staff | March 21, 2016 | Last updated on March 21, 2016
1 min read

One of the best ways to add value to client relationships is to help minimize clients’ tax bills every April. With our new CE course you’ll be equipped to do just that.

Personal tax season – are you ready? by Michelle Connolly, vice-president, Tax, Retirement and Estate Planning at CI Investments, will help you master key tax-planning strategies and learn to take money saving cues from CRA forms.

The course is delivered via audio podcast and accompanying slides. Successful completion of the 10-question exam (7/10 or better) will earn you 1.0 credit from FPSC, IIROC and The Institute (Advocis).

Check out our other CE offerings here. staff


The staff of have been covering news for financial advisors since 1998.