ADD-ON COURSE (CE课程)
Earn your CE credits
AdvisorU is registered from FP Canada CE Approval. CE requirements go beyond maintaining technical competence. We are designed to support the maintenance and ongoing professional development required to continue meeting your needs. AdvisorU could issue your CE credits with fully qualified authorization.
COVID 19 Updates
For your safety, the Add-On Course are now ONLY available in our Online Classroom. All registered students will participate in person through Zoom.
Add-On Course
One Hour Concentration Empower Skill
What is Estate Planning & When to start it?
Fundamental Level -- 1 CE credit
Duration: 1 HR
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Definition of estate planning
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The objection of estate planning
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The goal of estate planning
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Taxation on death and the type of wills
Financial Planning Practices
Fundamental to Intermediate Level -- 1 CE credit
Duration: 1 HR
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Financial Planning Process
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The process of Collection
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The process of Analysis
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The process of Recommendation
The Retirement Source from Government Pension
Fundamental Level -- 1 CE credit
Duration: 1 HR
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Canada's retirement income system
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Introduction of RPP, DB, DC, IPP, DPSP, and Retiring Allowance
The Retirement Source from Employer Pension
Fundamental Level -- 1 CE credit
Duration: 1 HR
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Canada's retirement income system
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Definition of OAS, GIS, CPP/QPP
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The eligibility, amount, and calculation of the government pension income
Investment Planning
Fundamental to Intermediate Level -- 2 CE credits
Duration: 2 HR
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Types of investments
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Introduction of investment products
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Basic knowledge of Mutual Funds, Seg-Fund, Income Trust, Exchange Traded Funds, Hedge Funds.
