Investment & Tax Planning – Quebec (ITP)

Expand your knowledge of portfolio management and tax planning strategies. Learn about the yield curve, derivatives, portfolio risk-return, financial markets, segregated funds, and also tax implications of residency, income splitting, attribution rules, and the taxation of trusts and businesses. 

In this course, you will also learn how to organize, evaluate and analyze the client’s financial information to design and implement a comprehensive financial plan.

Who Should Enrol?

• You should enroll in the Investment and Tax Planning course if you:
• Are an advisor who wishes to acquire knowledge in investments and taxation to complement your current role
• Are a professional working toward obtaining financial planning credentials
• Have experience in the financial services field and are looking to further advance your career in financial planning by pursuing the Quebec financial planning designation, Fin.

What Will You Learn About?

• Investments and Portfolio Management
• Yield Curve
• Derivative Securities
• Asset Allocation and Performance Measurement
• Overview of the Financial Markets
• Segregated Funds
• Tax Planning
• Liability for Tax and other tax considerations
• Non-Arm’s Length Transfers; Income Splitting and Attribution Rules
• Taxation Aspects of Personal Trusts
• Overview of Business Taxation

Syllabus:

• Chapter 1 - Yield Curve
• Chapter 2 - Derivative Securities
• Chapter 3 - Portfolio Asset Allocation and Performance Measurement
• Chapter 4 - Overview of Financial Markets
• Chapter 5 - Segregated Funds
• Chapter 6 - Liability for Tax and Other Tax Considerations
• Chapter 7 - Non-arm’s Length Transfers, Income Splitting and Attribution Rules
• Chapter 8 - Taxation Aspects of Personal Trusts
• Chapter 9 - Overview of Business Taxation