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Event information

PFPI25A Live well today, protect tomorrow


This course is for all financial planners and especially those whose clients include young or expecting parents. In an environment where a child’s education demands more and more financial resources and where many social tax measures with varying eligibility criteria are offered to parents, it is crucial to make full use of the government assistance that is available, in order to optimize the family’s financial resources. Furthermore, despite the demands of the present, it is important to remember that people’s future depends increasingly on their personal financial resources.

Course description:

The participants in this course will be introduced to Marc and Stéphanie, young parents who are very pleased to have three young children. Their financial planner goes back to the very basics to explain the choices available to them. His analysis includes a host of factors that will be studied in this course.

The course deals specifically with the following:

  • Cost of living and long-term financial projections
  • Québec Parental Insurance Plan (QPIP)
  • Canada Child Benefit and Family Allowance
  • Effective Marginal Tax Rate (EMTR)
  • Québec Pension Plan (QPP)
  • Adoption tax credits
  • Home office expenses
  • Family patrimony
  • Filiation and adoption
  • Mortgages and debt ratios

By the end of the course, the participants will be able to:

  • Manage the interaction of more data in the development of financial projections for retirement
  • Plan the financial resources available to new parents more accurately
  • Plan the retirement income from public plans more accurately
  • Advise people who work from home
  • Guide clients who are considering buying a home


This web-based course is available at any time and may be taken at your own pace, to suit your own schedule. After registration, you will receive an automated e-mail confirmation with instructions to access your course.

You must complete this course by November 30, 2021.

  • Duration : 8.00 hour(s)
  • PDU : 8.0 IPFP
  • Speaker :
  • Course Language : English
  • Number of seats available : 9995

Accreditation

OrganismAccreditation NumberUnitsSubdomain
CSFCSF17-06-398257.0Matière générale