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Topics that have to be studied:

Date

Topic

Resource

8
Mar
9
10

OAS Basics

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

OAS Changes
GIS and Allowance

11
12
13
14

Monetary Policy
Fiscal Policy
Equities
Bonds

15
16

Mutual Funds
Segregated Funds

17
18
19
20
21

RESP Basics
RESP Advanced
Asset Allocation
Division of Assets at Divorce
Basics of Buy-Sell Agreements

22

Cross Purchase Buy Sell

23

Promissory Note Buy Sell

24
25

Basics of Personal Taxation


Basics of Investment Taxation

26

Capital Gains Taxation

http://www.servicecanada.gc.ca/eng/isp/oas/changes/index.shtml
http://www.servicecanada.gc.ca/eng/sc/oas/gis/guaranteeddincomesupplement.shtm
l
http://www.servicecanada.gc.ca/eng/sc/oas/allowance/allowance.shtml
http://en.wikipedia.org/wiki/Monetary_policy
http://en.wikipedia.org/wiki/Fiscal_policy
www.investopedia.com/university/stocks/#axzz25LL7Eg9b
http://www.khanacademy.org/finance-economics/core-finance/v/introduction-tobonds
http://www.ci.com/web/learningcentre/investmentbasics.jsp?lang=ENG
https://www.youtube.com/watch?v=TPJ2GT7LK4&list=PLWbwmSrvI9xYshlJka8O2rD6ZX0v78ziS
http://www.taxtips.ca/resp.htm
http://www.taxtips.ca/resp/respwithdrawals.htm
http://www.advocis.ca/content/education/newsletters/CFP-jun12-online.html
http://www.benmor.com/prop.php
http://www.investingthesis.com/personal-finance/estate-planning-funding-thebuysell-agreement-between-business-partners/
https://repsourcepublic.manulife.com/wps/wcm/connect/872b7e00433c2592b265f63
19e0f5575/ins_tepg_crisscrosspurchs.pdf?MOD=AJPERES&CACHEID=872b7e00433c25
92b265f6319e0f5575
https://repsourcepublic.manulife.com/wps/wcm/connect/872b7e00433c2592b265f63
19e0f5575/ins_tepg_crisscrosspurchs.pdf?MOD=AJPERES&CACHEID=872b7e00433c25
92b265f6319e0f5575
http://www.youtube.com/playlist?list=PLWbwmSrvI9xaGq5xOYZ8GzCINdTBiFi7o
https://www.youtube.com/watch?v=Up8hYKCkvc0&list=PLWbwmSrvI9xZJKnoD5rf4zL
YbbkhaG4h_
http://www.taxtips.ca/filing/capitalgain.htm

Compl
eted

27
28
29
30

Spousal Rollovers
Mortgage Basics
Financial Calculator retirement
projections
Registered Pension Plan Basics

31
1 Apr

Will Basics
Intestacy

Supplement Executive Retirement Plans

3
4
5
6

Canada Pension Plan Basics


CPP Changes
CPP Disability
DB and DC Plan Basics

7
8
9

Principal Residence Rules


Pension Splitting
Annuities

10

Prescribed Annuities

11
12
13

Behavioural Finance
RRSP Basics
RRIF Basics

14
15
16
17
18

Spousal RRSP and RRIF


RRSP at death
Financial Calculator bond math
Operating Companies
Holding Companies

http://people.ucalgary.ca/~law/tutorials/L619/Chapter1_Module6_intro.html
http://www.fcac-acfc.gc.ca/eng/consumers/mortgages/mort101/index-eng.asp
Module 1 & 14 of Advocis CFP texts.
http://www.fsco.gov.on.ca/en/pensions/pension-plan-guide/pages/pensionshome.html
http://www.cba.org/bc/public_media/wills/176.aspx
http://www.self-counsel.com/news/law/wills-and-estates/256-dying-without-a-will-incanada.html
http://www.benefitscanada.com/pensions/db/db-pensions-trends-in-serp-funding854
http://www.servicecanada.gc.ca/eng/sc/cpp/retirement/canadapension.shtml
http://www.servicecanada.gc.ca/eng/isp/pub/factsheets/postrtrben.shtml
http://www.servicecanada.gc.ca/eng/sc/cpp/disability/disabilitypension.shtml
http://www.milliondollarjourney.com/defined-benefit-pension-vs-definedcontribution-pension.htm
http://www.taxtips.ca/filing/principalresidence.htm
http://www.dgfs.ca/Pension_Income_Splitting.pdf
http://www.canadalife.com/003/Home/Products/GroupInvestmentProducts/GroupInv
estmentsforPlanMembers/PostRetirementSolutions/Annuities/index.htm
https://advisors.standardlife.ca/wps/wcm/connect/5f89e843-1ec1-44f2-9ffaeb47c5020d15/5998.pdf?MOD=AJPERES&CONVERT_TO=URL&CACHEID=5f89e8431ec1-44f2-9ffa-eb47c5020d15
http://moodle.businesscareercollege.com/mod/resource/view.php?id=1459
http://www.youtube.com/watch?v=0_UMzuM7110
http://www.getsmarteraboutmoney.ca/en/managing-your-money/investing/rrifs-andannuities/Pages/making-withdrawals-from-your-rrif.aspx
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/rrsp-reer/wthdrwls/spsl-eng.html
http://www.taxtips.ca/rrsp/taxonrrsprrifatdeath.htm
http://www.youtube.com/watch?v=S6PF6y7ICtg
http://sbinfocanada.about.com/cs/startup/a/incorporatadv.htm
http://www.dansonschwarz.com/corporate-commercial/why-create-a-holdingcompany.html

19
20
21
22
23
24
25
26
27
28

Life Insurance Basics


Universal Life Insurance
US Tax Rules
SERP II Retirement Compensation
Arrangement
Home and Auto Insurance Basics
RDSP Basics
RDSP Grants and Bonds
Whole Life Insurance
Statement of PNW
Cash Flow Statement

29

Power of Attorney

30
1
May
2
3

TFSA
Living Wills

4
5
6
7
8
9
10
11

Lifetime Capital Gains Exemption


Capital Dividend Account
Critical Illness Insurance
Long Term Care Insurance
Limited Partnership Investments
Individual Pension Plan
Tax Credits Disabled and Infirm
Financial calculator leasing and
borrowing
Tax Credits Education
Trust Basics
Family Trust

12
13
14

CPP Income Splitting


WCB and EI Basics

https://www.youtube.com/playlist?list=PLWbwmSrvI9xb8zgasTHDJ660QtGCegLUn
https://www.youtube.com/playlist?list=PLD6723724D80F2994
http://www.advisor.ca/tax/tax-news/tax-planning-and-dual-citizenship-46794
http://www.westcoast-actuaries.com/RCAs.htm
http://www.ibc.ca/en/ (Use Home and Auto links)
https://www.youtube.com/playlist?list=PLWbwmSrvI9xYOUSuOQOZNcw-ug9zNVgY5
http://www.taxtips.ca/disabilities/rdsp/rdsppaymentsin.htm
https://www.youtube.com/playlist?list=PL97876580D3A0DAA1
http://www.klcfdc.com/perStmt.pdf
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.
http://www.duhaime.org/LegalResources/ElderLawWillsTrustsEstates/LawArticle25/Introduction-to-Powers-of-Attorney-in-Canada.aspx
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/tfsa-celi/menu-eng.html?=slnk
http://www.turningpointlaw.ca/documents/PDInfo.pdf?phpMyAdmin=cTowP4T0lNwd
%2CtAkmng56pZCg%2C7
http://www.taxtips.ca/seniors/sharecpp.htm
http://www.hrsdc.gc.ca/eng/labour/workers_compensation/index.shtml
http://www.servicecanada.gc.ca/eng/sc/ei/index.shtml
http://blog.simpsonwigle.com/wp-content/uploads/2009/03/oba_cge2.pdf
http://advisors.standardlife.ca/en/pdf/reference/taxing/5674.pdf
http://www.sunlife.ca/Plan/Health/Critical+illness+insurance?vgnLocale=en_CA
http://www.sunlife.ca/Plan/Health/Long+term+care+insurance?vgnLocale=en_CA
http://www.mineralfields.com/
http://gblinc.ca/products-and-services/ipp/individual-pension-plan.html
http://www.cra-arc.gc.ca/disability/
Use Chapter 1 of the Advocis CFP material.
http://www.taxtips.ca/filing/students/tuitiontaxcredit.htm
http://kevinjohnson.articlealley.com/creating-a-trust-in-canada-1002512.html
http://www.landrymcgillivray.ca/brochure_trust.html

15

Trust Taxation

16
17
18

Life Insurance Needs Analysis


Deferred Profit Sharing Plan
Partnership Income

19
20
21

Disability Insurance I
Disability Insurance II
Assuris and CDIC Protection

22
23
24
25

Reverse Mortgages
Crystallizing the LCGE
LPP and PUP
Spousal Attribution

26

Farming Succession

27
28

Kiddie Tax
Options

29
30
31

Home Buyers and Lifelong Learning


Plans
Tax Filing at Death
Exchange Traded Funds

1 Jun

Fill in as needed

http://www.advisor.ca/tax/estate-planning/5-tax-benefits-of-testamentary-trusts86503
Advocis textbook Module 10 page 60
http://www.taxtips.ca/pensions/dpsp.htm
http://www.wilsonandpartners.ca/WPPublications/Taxation%20of%20Partnerships%20in%20Cda.pdf
https://www.youtube.com/playlist?list=PL9F2EB54CB8075D7F
Continue the series begun above
http://www.assuris.ca/Client/Assuris/Assuris_LP4W_LND_WebStation.nsf/page/Broch
ure!OpenDocument&audience=financial
http://www.cdic.ca/Coverage/Pages/default.aspx
http://www.chip.ca/index.cfm?id=100&language=english
http://www.taxtips.ca/smallbusiness/capitalgainsdeduction.htm
http://blog.taxresource.ca/is-there-tax-when-i-sell-personal-property/
http://www.taxtips.ca/personaltax/attributionrules.htm
http://www.taxtips.ca/personaltax/incomesplitting.htm
http://www.bdo.ca/en/Library/Industries/agriculture/pages/Succession-of-Your-FarmTax-concepts-to-consider.aspx
http://www.advisor.ca/tax/tax-news/beware-the-kiddie-tax-2-56027
http://www.khanacademy.org/finance-economics/core-finance/v/american-calloptions
http://www.khanacademy.org/finance-economics/core-finance/v/american-putoptions
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
See Module 5 of the Advocis textbooks.
https://www.khanacademy.org/science/core-finance/investment-vehiclestutorial/mutual-funds/v/exchange-traded-funds--etfs
One week to go good luck!