ASSET MANAGEMENT COLLECTION

The Asset Management Collection will take the student through 5 CE modules focused on key asset and risk management techniques. This collection includes 5 modules: 1. Currency: Issues in Managing Costs & Risk Advisors can add value in helping clients understand how to build and manage wealth in a digital environment. This module discusses the risks and issues involved in managing financial transactions, costs, and hedging tax and currency risk. 2. Real Estate: Principal Residence With recent financial market volatility, many clients may have, or perhaps are thinking of selling one or more of their principal residences. Are valuations up to date and noted on the net worth statement? Have capital improvements been noted? Have reasons for sales and flips been noted? With recent new reporting and audit rules in place at CRA, advisors can help clients navigate the negative consequences that may arise. 3. Real Estate: Rental Properties Dig deeper into the tax consequences of owning revenue properties and how advisors can help investors leverage these assets into a significant cornerstone of a sound, holistic wealth management plan. 4. Portfolios: Risk Management In this course you will understand why it’s important to engage in the portfolio risk management discussion with your clients on a regular basis and gain a better understanding of the impact of investment decisions on capital retention and growth. 5. Cross-Border Issues: Canadians and US Investments You will learn how certain investments are treated on both sides of the border, tax consequences of transferring some investments from one country to another, and if certain investments are better than others for non-residents. Complete all 5 courses in 90 days. Pass them, get your certificate, then add them to your permanent Scholar’s Library.