Topics that have to be studied:

Date Topic Resource Completed

8 Mar

OAS Basics http://www.servicecanada.gc.ca/eng/sc/oas/pension/oldagesecurity.shtml

9 OAS Changes http://www.servicecanada.gc.ca/eng/isp/oas/changes/index.shtml

10 GIS and Allowance http://www.servicecanada.gc.ca/eng/sc/oas/gis/guaranteeddincomesupplement.shtml http://www.servicecanada.gc.ca/eng/sc/oas/allowance/allowance.shtml

11 Monetary Policy http://en.wikipedia.org/wiki/Monetary_policy

12 Fiscal Policy http://en.wikipedia.org/wiki/Fiscal_policy

13 Equities www.investopedia.com/university/stocks/#axzz25LL7Eg9b

14 Bonds http://www.khanacademy.org/finance-economics/core-finance/v/introduction-to-bonds

15 Mutual Funds http://www.ci.com/web/learningcentre/investmentbasics.jsp?lang=ENG

16 Segregated Funds https://www.youtube.com/watch?v=TPJ2GT7L-K4&list=PLWbwmSrvI9xYshlJka8O2rD6ZX0v78ziS

17 RESP Basics http://www.taxtips.ca/resp.htm

18 RESP Advanced http://www.taxtips.ca/resp/respwithdrawals.htm

19 Asset Allocation http://www.advocis.ca/content/education/newsletters/CFP-jun12-online.html

20 Division of Assets at Divorce http://www.benmor.com/prop.php

21 Basics of Buy-Sell Agreements http://www.investingthesis.com/personal-finance/estate-planning-funding-the-buysell-agreement-between-business-partners/

22 Cross Purchase Buy Sell https://repsourcepublic.manulife.com/wps/wcm/connect/872b7e00433c2592b265f6319e0f5575/ins_tepg_crisscrosspurchs.pdf?MOD=AJPERES&CACHEID=872b7e00433c2592b265f6319e0f5575

23 Promissory Note Buy Sell https://repsourcepublic.manulife.com/wps/wcm/connect/872b7e00433c2592b265f6319e0f5575/ins_tepg_crisscrosspurchs.pdf?MOD=AJPERES&CACHEID=872b7e00433c2592b265f6319e0f5575

24 Basics of Personal Taxation http://www.youtube.com/playlist?list=PLWbwmSrvI9xaGq5xOYZ8GzCINdTBiFi7o

25 Basics of Investment Taxation https://www.youtube.com/watch?v=Up8hYKCkvc0&list=PLWbwmSrvI9xZJKnoD5rf4zLYbbkhaG4h_

26 Capital Gains Taxation http://www.taxtips.ca/filing/capitalgain.htm

27 Spousal Rollovers http://people.ucalgary.ca/~law/tutorials/L619/Chapter1_Module6_intro.html

28 Mortgage Basics http://www.fcac-acfc.gc.ca/eng/consumers/mortgages/mort101/index-eng.asp

29 Financial Calculator retirement projections

Module 1 & 14 of Advocis CFP texts.

30 Registered Pension Plan Basics http://www.fsco.gov.on.ca/en/pensions/pension-plan-guide/pages/pensions-home.html

31 Will Basics http://www.cba.org/bc/public_media/wills/176.aspx

1 Apr Intestacy http://www.self-counsel.com/news/law/wills-and-estates/256-dying-without-a-will-in-canada.html

2 Supplement Executive Retirement Plans http://www.benefitscanada.com/pensions/db/db-pensions-trends-in-serp-funding-854

3 Canada Pension Plan Basics http://www.servicecanada.gc.ca/eng/sc/cpp/retirement/canadapension.shtml

4 CPP Changes http://www.servicecanada.gc.ca/eng/isp/pub/factsheets/postrtrben.shtml

5 CPP Disability http://www.servicecanada.gc.ca/eng/sc/cpp/disability/disabilitypension.shtml

6 DB and DC Plan Basics http://www.milliondollarjourney.com/defined-benefit-pension-vs-defined-contribution-pension.htm

7 Principal Residence Rules http://www.taxtips.ca/filing/principalresidence.htm

8 Pension Splitting http://www.dgfs.ca/Pension_Income_Splitting.pdf

9 Annuities http://www.canadalife.com/003/Home/Products/GroupInvestmentProducts/GroupInvestmentsforPlanMembers/PostRetirementSolutions/Annuities/index.htm

10 Prescribed Annuities https://advisors.standardlife.ca/wps/wcm/connect/5f89e843-1ec1-44f2-9ffa-eb47c5020d15/5998.pdf?MOD=AJPERES&CONVERT_TO=URL&CACHEID=5f89e843-1ec1-44f2-9ffa-eb47c5020d15

11 Behavioural Finance http://moodle.businesscareercollege.com/mod/resource/view.php?id=1459

12 RRSP Basics http://www.youtube.com/watch?v=0_UMzuM7110

13 RRIF Basics http://www.getsmarteraboutmoney.ca/en/managing-your-money/investing/rrifs-and-annuities/Pages/making-withdrawals-from-your-rrif.aspx

14 Spousal RRSP and RRIF http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/rrsp-reer/wthdrwls/spsl-eng.html

15 RRSP at death http://www.taxtips.ca/rrsp/taxonrrsprrifatdeath.htm

16 Financial Calculator bond math http://www.youtube.com/watch?v=S6PF6y7ICtg

17 Operating Companies http://sbinfocanada.about.com/cs/startup/a/incorporatadv.htm

18 Holding Companies http://www.dansonschwarz.com/corporate-commercial/why-create-a-holding-company.html

19 Life Insurance Basics https://www.youtube.com/playlist?list=PLWbwmSrvI9xb8zgasTHDJ660QtGCegLUn

20 Universal Life Insurance https://www.youtube.com/playlist?list=PLD6723724D80F2994

21 US Tax Rules http://www.advisor.ca/tax/tax-news/tax-planning-and-dual-citizenship-46794

22 SERP II Retirement Compensation Arrangement

http://www.westcoast-actuaries.com/RCAs.htm

23 Home and Auto Insurance Basics http://www.ibc.ca/en/ (Use Home and Auto links)

24 RDSP Basics https://www.youtube.com/playlist?list=PLWbwmSrvI9xYOUSuOQOZNcw-ug9zNVgY5

25 RDSP Grants and Bonds http://www.taxtips.ca/disabilities/rdsp/rdsppaymentsin.htm

26 Whole Life Insurance https://www.youtube.com/playlist?list=PL97876580D3A0DAA1

27 Statement of PNW http://www.klcfdc.com/perStmt.pdf

28 Cash Flow Statement I cannot find a link to a cash flow statement that meets the FPSC guidelines. I will go over this in the Exam Prep class, but make sure that you review this section from Module 2 of the Advocis material.

29 Power of Attorney http://www.duhaime.org/LegalResources/ElderLawWillsTrustsEstates/LawArticle-25/Introduction-to-Powers-of-Attorney-in-Canada.aspx

30 TFSA http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/tfsa-celi/menu-eng.html?=slnk

1 May

Living Wills http://www.turningpointlaw.ca/documents/PDInfo.pdf?phpMyAdmin=cTowP4T0lNwd%2CtAkmng56pZCg%2C7

2 CPP Income Splitting http://www.taxtips.ca/seniors/sharecpp.htm

3 WCB and EI Basics http://www.hrsdc.gc.ca/eng/labour/workers_compensation/index.shtml http://www.servicecanada.gc.ca/eng/sc/ei/index.shtml

4 Lifetime Capital Gains Exemption http://blog.simpsonwigle.com/wp-content/uploads/2009/03/oba_cge2.pdf

5 Capital Dividend Account http://advisors.standardlife.ca/en/pdf/reference/taxing/5674.pdf

6 Critical Illness Insurance http://www.sunlife.ca/Plan/Health/Critical+illness+insurance?vgnLocale=en_CA

7 Long Term Care Insurance http://www.sunlife.ca/Plan/Health/Long+term+care+insurance?vgnLocale=en_CA

8 Limited Partnership Investments http://www.mineralfields.com/

9 Individual Pension Plan http://gblinc.ca/products-and-services/ipp/individual-pension-plan.html

10 Tax Credits Disabled and Infirm http://www.cra-arc.gc.ca/disability/

11 Financial calculator leasing and borrowing

Use Chapter 1 of the Advocis CFP material.

12 Tax Credits Education http://www.taxtips.ca/filing/students/tuitiontaxcredit.htm

13 Trust Basics http://kevinjohnson.articlealley.com/creating-a-trust-in-canada-1002512.html

14 Family Trust http://www.landrymcgillivray.ca/brochure_trust.html

15 Trust Taxation http://www.advisor.ca/tax/estate-planning/5-tax-benefits-of-testamentary-trusts-86503

16 Life Insurance Needs Analysis Advocis textbook Module 10 page 60

17 Deferred Profit Sharing Plan http://www.taxtips.ca/pensions/dpsp.htm

18 Partnership Income http://www.wilsonandpartners.ca/WP-Publications/Taxation%20of%20Partnerships%20in%20Cda.pdf

19 Disability Insurance I https://www.youtube.com/playlist?list=PL9F2EB54CB8075D7F

20 Disability Insurance II Continue the series begun above

21 Assuris and CDIC Protection http://www.assuris.ca/Client/Assuris/Assuris_LP4W_LND_WebStation.nsf/page/Brochure!OpenDocument&audience=financial http://www.cdic.ca/Coverage/Pages/default.aspx

22 Reverse Mortgages http://www.chip.ca/index.cfm?id=100&language=english

23 Crystallizing the LCGE http://www.taxtips.ca/smallbusiness/capitalgainsdeduction.htm

24 LPP and PUP http://blog.taxresource.ca/is-there-tax-when-i-sell-personal-property/

25 Spousal Attribution http://www.taxtips.ca/personaltax/attributionrules.htm http://www.taxtips.ca/personaltax/incomesplitting.htm

26 Farming Succession http://www.bdo.ca/en/Library/Industries/agriculture/pages/Succession-of-Your-Farm-Tax-concepts-to-consider.aspx

27 Kiddie Tax http://www.advisor.ca/tax/tax-news/beware-the-kiddie-tax-2-56027

28 Options http://www.khanacademy.org/finance-economics/core-finance/v/american-call-options http://www.khanacademy.org/finance-economics/core-finance/v/american-put-options

29 Home Buyers and Lifelong Learning Plans

http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/rrsp-reer/hbp-rap/menu-eng.html?=slnk http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/rrsp-reer/llp-reep/menu-eng.html

30 Tax Filing at Death See Module 5 of the Advocis textbooks.

31 Exchange Traded Funds https://www.khanacademy.org/science/core-finance/investment-vehicles-tutorial/mutual-funds/v/exchange-traded-funds--etfs

1 Jun Fill in as needed One week to go good luck!