Tax-Efficient Investing

This practical course provides investors and their advisers with the tools they need to maximize the after-tax return on their investments. It will be useful to all investors, whether they hold investment funds, such as mutual funds and ETFs, or individual stocks and bonds.

Pricing

Standard Course Price $150

Course Information

COURSE DETAILS
Delivery Online
Language English
Suggested study time 15 hours
Enrolment period 1 year
Practice exam Not applicable
EXAM DETAILS
Format Online
Time permitted 240 minutes
Number of questions 30
Question format Multiple choice
Passing grade 60%
Attempts allowed 3

WHO SHOULD ENROL
  • Anyone looking for a better understanding of tax-efficient investing
WHAT WILL I LEARN
  • What is tax-efficient investing? How do you measure tax efficiency?
  • How are investment and their investors taxed?
  • What are the principles of tax-efficient investing? How are these principles applied to capital gains, dividends and interest income?
  • What steps can individual investors take to improve their tax situation?
  • What does the future of tax-efficient investing look like?

FAQ

If you have never taken a course with the IFSE Institute, please follow the steps below. If you have taken an IFSE course before, please log into your existing account with your username and password, click on ENROL IN A COURSE and begin at Step #4.

  1. From the homepage (www.ifse.ca) click on the button "LOGIN/REGISTER".
  2. Then click "Become a Student".
  3. Supply all mandatory fields (indicated by a * next to the field) and click "Next" to proceed.
  4. If you have been given a contract code and password by your organization, enter it where required and click "Yes". If you do not have a contract code, click "No".
  5. Select the course name that you want to enrol in.
  6. Enter the quantity of any optional products that you wish to purchase and click “Next”.  If you do not wish to purchase any optional products click “Next”
  7. Complete your profile information as indicated on the screen. Take care in completing your mailing and shipping address to ensure that any materials that you have ordered will be delivered promptly and correctly. Click the  "Save" button to proceed to the shopping cart.
  8. Verify your shopping cart information and click on "Process Payment".
  9. Review the Terms and Conditions completely.
  10. To accept the Terms and Conditions, check the box and click "Yes". If you do not want to accept the Terms and Conditions, click "No". Your course enrolment will be cancelled.
  11. Provide your credit card information and click on "Pay Now". Please do not touch the screen until your payment has been processed. A copy of the receipt will appear and can be printed for your records. The receipt will also be stored in your student record for future reference.

All content-related inquiries may be sent to coursequestions@ifse.ca. Please be sure to include the following information so we may better assist you:

  • Student name
  • Student number
  • Course you're enrolled in
  • Exact location of question in the course (unit, lesson, page title)
  • Your question

You will be entitled to a partial refund of your course enrolment fees if you cancel your web-based course within 15 calendar days of enrolling (including the registration date) or your paper-based course within 30 calendar days of enrolling (including the registration date).

IFSE charges a $75 (plus tax) administration fee on all eligible course cancellations.

You are not eligible for a refund if you have completed an examination attempt.

Note: The Life License Insurance Qualification Course (LLQP) and all Continuing Education (CE) courses are not eligible for refunds.

Other Relevant Courses

You may be interested in these other IFSE courses.

Canadian Investment Funds Course (CIFC)Life License Qualification Program (LLQP)Exchange-Traded Funds CourseSegregated FundsClient Relationship Model Phase 2 (CRM2)Leveraging for InvestmentsEthics for Insurance Professionals