Life Insurance Taxation Principles

Program Details

Full time program:

$375       Print a Registration Form

Condensed program:

$260       Print a Registration Form

This taxation module is a prerequisite for understanding the product modules (Life Insurance, Segregated Funds & Annuities and Accident & Sickness Insurance)

This module is designed for candidates who wish to pursue a license in:

  • Insurance of persons sector
  • Accident and sickness insurance sector class
  • Group insurance plans sector class
  • Group annuity plans sector class

You may be exempt from registering for this module if:

  • You hold an AMF license or
  • You have a background in taxation

The program learning objectives include:

  • Acquire a basic knowledge of the Canadian tax system
  • Taxation of personal income by federal and provincial governments
  • Taxation of corporate income
  • Taxation of investment income in its various forms
  • Strategies for investments and savings using life insurance

 For information on the course calendar please contact us.