by Adam Malczewski | Jul 24, 2024
Government Plans and Benefits in Canada This course helps understand the eligibility criteria, application for benefits, different programs, amounts, and payments offered by the Government of Canada for retirement. It covers employment insurance benefits, maternity...
by Adam Malczewski | Jul 18, 2024
Funding Retirement Course This course provides a deep understanding of retirement income plans, including LIFs, Locked-In RRSPs, RRIF/LIF, and life annuities. Learners will explore payout strategies, benefits, drawbacks, and tax implications to better advise clients....
by Adam Malczewski | Jun 6, 2023
First Home Savings Accounts (FHSAs) On December 15, 2022, Bill-C32 to implement the First Home Saving Account (FHSA), received Royal Assent. The FHSA is a new tax-advantaged savings vehicle that became available on April 1, 2023. This course covers the detailed rules...
by Adam Malczewski | Mar 29, 2023
Anti-Money Laundering and Terrorist Financing (AMLTF) 201 This continuing education (CE) course educates students about anti-money laundering and terrorist financing (AMLTF), identifying clients, red flags, high-risk accounts, and high-risk transactions, reporting,...
by Adam Malczewski | Mar 29, 2023
Anti-Money Laundering and Terrorist Financing (AMLTF) 101 This continuing education (CE) course educates students about money laundering, terrorist financing, and the important role that registered individuals and other personnel play in the detection and prevention...
