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Coach/Learning paths/Wealth and estate planning/Build the plan

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Wealth and estate planning

9 units

1Module 1Build the plan

Net worth and goals9m
Asset allocation and fees10m
Asset locationCheck

2Module 2Retirement income

CPP and OAS timing10m
Drawdown order and RRIFs10m
Retiring from a corporationCheck

3Module 3Estate planning

Wills and powers of attorney9m
Taxes at death10m
Probate, beneficiaries and trustsCheck

Module 1 · Unit 3 of 3

Asset location

10 min
+10 XP
Knowledge check · +25 XP
VIP
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Previous unitAsset allocation and fees Next moduleCPP and OAS timing

In this unit

Rewards

Complete unit+10
Pass the check+25

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