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Certificates & Awards
Karen Sharon Chartrand,
Current Course Completed
Karen Sharon Chartrand,
Current Course Completed
Date 2014 - 2019
Certificates & Awards (2015-1999) large pictures - bottom of page.
large pictures - bottom of page.
Phase 8 I will be done soon in 2020MODULES SERIES 1
Module 1: Strategic Investment Planning with Insurance pendingModule 2: Active Listening for Pro-Active Solutions pendingModule 3: Ethics: Putting Process to Product SelectionpendingModule 4: Bringing Strategic Purpose to Estate PlanningpendingModule 5: Life Events and Triggers: Assessing NeedspendingMODULES SERIES 2
Module 6: Continuity Planning: Assessing Personal Care Needs pendingModule 7: Living Benefits: Quality of Life pendingModule 8: Critical IllnesspendingModule 9: Disability Insurance: Managing Risk to Personal ProductivitypendingModule 10: Long Term Care Insurance pendingMODULES SERIES 3
Module 11: The Value of PhilanthropypendingModule 12: Charitable Gifts and TaxespendingModule 13: Gifting InsurancependingModule 14: Gift AnnuitiespendingModule 15: Gifts of Registered InvestmentspendingPhase 7CSF Expired June 30, 2019. Modules completed after this date will not be eligibleMODULES SERIES 1 -Was Completed in 2017 Listed below.
Module 1: How Insurance Fits into a Tax Efficient Order of Investing
Module 2: Creating New Money to Fund Insurance NeedsModule 3: Insurance Solutions for the Family BusinessModule 4: Borrowing to Fund Insurance NeedsModule 5: Adding Value to Estate Planning with Life Insurance
MODULES SERIES 2 -Completed belowModule 6: Debt Management: Using Insurance as a BackstopModule 7: Principal Residences: Protecting your InvestmentModule 8: Wealth Preservation with Real EstateModule 9: Impact of Insurance with Cottage Succession PlanningModule 10: Strategies on Owning Property in the US
MODULES SERIES 3 -Completed below
Module 11: Accident and Sickness: Planning for IncapacityModule 12: Wealth Strategies with Insurance: Planning AheadModule 13: Tax Efficient Capital PlanningModule 14: Planning for Business SuccessionModule 15: Tax Strategies for Business Owners
Phase 8
I will be done soon in 2020
MODULES SERIES 1
Module 1: Strategic Investment Planning with Insurance
pending
Module 2: Active Listening for Pro-Active Solutions
pending
Module 3: Ethics: Putting Process to Product Selection
pending
Module 4: Bringing Strategic Purpose to Estate Planning
pending
Module 5: Life Events and Triggers: Assessing Needs
pending
MODULES SERIES 2
Module 6: Continuity Planning: Assessing Personal Care Needs
pending
Module 7: Living Benefits: Quality of Life
pending
Module 8: Critical Illness
pending
Module 9: Disability Insurance: Managing Risk to Personal Productivity
pending
Module 10: Long Term Care Insurance
pending
MODULES SERIES 3
Module 11: The Value of Philanthropy
pending
Module 12: Charitable Gifts and Taxes
pending
Module 13: Gifting Insurance
pending
Module 14: Gift Annuities
pending
Module 15: Gifts of Registered Investments
Phase 7pending
CSF Expired June 30, 2019. Modules completed after this date will not be eligible
MODULES SERIES 1 -Was Completed in 2017 Listed below.
Module 1: How Insurance Fits into a Tax Efficient Order of Investing
Module 2: Creating New Money to Fund Insurance Needs
Module 3: Insurance Solutions for the Family Business
Module 4: Borrowing to Fund Insurance Needs
Module 5: Adding Value to Estate Planning with Life Insurance
MODULES SERIES 2 -Completed below
Module 6: Debt Management: Using Insurance as a Backstop
Module 7: Principal Residences: Protecting your Investment
Module 8: Wealth Preservation with Real Estate
Module 9: Impact of Insurance with Cottage Succession Planning
Module 10: Strategies on Owning Property in the US
MODULES SERIES 3 -Completed below
Module 11: Accident and Sickness: Planning for Incapacity
Module 12: Wealth Strategies with Insurance: Planning Ahead
Module 13: Tax Efficient Capital Planning
Module 14: Planning for Business Succession
Module 15: Tax Strategies for Business Owners
Phase 9Transitions: Boomers
Module 1: Executive Planning for Pre-Retirement
100% : 12/18/2019 Module 2: Business Owners Planning: Approaching Succession
100% : 12/18/2019 Module 3: Approaching a Discussion About Business Succession
80% : 12/18/2019 Module 4: Having Better Conversations with Boomers
80% : 12/18/2019 Module 5: Legacy Planning: Life Insurance and Trusts
80% : 12/18/2019 Transitions: Millennials
Module 6: Real Wealth Management for the Millennial Client
80% : 12/18/2019
Transitions: Boomers
Module 1: Executive Planning for Pre-Retirement
100% : 12/18/2019
Module 2: Business Owners Planning: Approaching Succession
100% : 12/18/2019
Module 3: Approaching a Discussion About Business Succession
80% : 12/18/2019
Module 4: Having Better Conversations with Boomers
80% : 12/18/2019
Module 5: Legacy Planning: Life Insurance and Trusts
80% : 12/18/2019
Transitions: Millennials
Module 6: Real Wealth Management for the Millennial Client
80% : 12/18/2019
Module 7: Debt Management for Younger ClientsCertificate AICICMCSF Mark 100% : 20-12-2019Module 8: Health Risk Management: Business OwnersCertificate AICICMCSF Mark 60% : 22-12-2019Module 9: Planning with Beneficiary DesignationsCertificate AICICMCSF Mark 80% : 22-12-2019Module 10: Making a Social ImpactCertificate AICICMCSF Mark 60% : 22-12-2019 MODULES SERIES 3
Module 11: Explaining the Role of Life Insurance to Your ClientsCertificate AICICMCSF Mark 80% : 22-12-2019
Module 7: Debt Management for Younger Clients
Certificate AICICMCSF Mark 100% : 20-12-2019
Module 8: Health Risk Management: Business Owners
Certificate AICICMCSF Mark 60% : 22-12-2019
Module 9: Planning with Beneficiary Designations
Certificate AICICMCSF Mark 80% : 22-12-2019
Module 10: Making a Social Impact
Certificate AICICMCSF Mark 60% : 22-12-2019
MODULES SERIES 3
Module 11: Explaining the Role of Life Insurance to Your Clients
Certificate AICICMCSF Mark 80% : 22-12-2019
Module 12: Engaging a New WorkforceCertificate AICICMCSF Mark 60% 22-12-2019Module 13: Insurance Strategies for Family Business OwnersCertificate AICICMCSF Mark 80% 22-12-2019Module 14: Creating New Money for Financial Solutions with Your RSPCertificate AICICMCSF Mark 80% 22-12-201980%Module 15: Disposing of a BusinessCertificate AICICMCSF Mark 60% 22-12-2019
Phase 8.
Module 12: Engaging a New Workforce
Certificate AICICMCSF Mark 60% 22-12-2019
Module 13: Insurance Strategies for Family Business Owners
Certificate AICICMCSF Mark 80% 22-12-2019
Module 14: Creating New Money for Financial Solutions with Your RSP
Certificate AICICMCSF Mark 80% 22-12-2019
80%
Module 15: Disposing of a Business
Certificate AICICMCSF Mark 60% 22-12-2019
Phase 8.
Phase 7.
Modules completed after this date will not be eligible
MODULES SERIES 1
Module 1: How Insurance Fits into a Tax Efficient Order of Investing06/01/2017 Mark: 100%
Module 2: Creating New Money to Fund Insurance Needs06/01/2017 Mark: 100%
Module 3: Insurance Solutions for the Family Business06/01/2017 Mark: 100%
Module 4: Borrowing to Fund Insurance Needs06/01/2017 Mark: 100%
Module 5: Adding Value to Estate Planning with Life Insurance06/01/2017 Mark: 100%
MODULES SERIES 2
Module 6: Debt Management: Using Insurance as a Backstop06/01/2017 Mark: 100%
Module 7: Principal Residences: Protecting your Investment06/01/2017 Mark: 100%
Module 8: Wealth Preservation with Real Estate06/02/2017 Mark: 100%
Module 9: Impact of Insurance with Cottage Succession Planning pendingModule 10: Strategies on Owning Property in the US06/02/2017 Mark: 100%
MODULES SERIES 3
Module 11: Accident and Sickness: Planning for Incapacity06/02/2017 Mark: 100%Module 12: Wealth Strategies with Insurance: Planning Ahead pendingModule 13: Tax Efficient Capital Planning06/02/2017 Mark: 100%Module 14: Planning for Business Succession 06/03/2017 Mark: 100%Module 15: Tax Strategies for Business Owners 06/03/2017 Mark: 100%
Modules completed after this date will not be eligible
MODULES SERIES 1
Module 1: How Insurance Fits into a Tax Efficient Order of Investing
06/01/2017 Mark: 100%
Module 2: Creating New Money to Fund Insurance Needs
06/01/2017 Mark: 100%
Module 3: Insurance Solutions for the Family Business
06/01/2017 Mark: 100%
Module 4: Borrowing to Fund Insurance Needs
06/01/2017 Mark: 100%
Module 5: Adding Value to Estate Planning with Life Insurance
06/01/2017 Mark: 100%
MODULES SERIES 2
Module 6: Debt Management: Using Insurance as a Backstop
06/01/2017 Mark: 100%
Module 7: Principal Residences: Protecting your Investment
06/01/2017 Mark: 100%
Module 8: Wealth Preservation with Real Estate
06/02/2017 Mark: 100%
Module 9: Impact of Insurance with Cottage Succession Planning
pending
Module 10: Strategies on Owning Property in the US
06/02/2017 Mark: 100%
MODULES SERIES 3
Module 11: Accident and Sickness: Planning for Incapacity
06/02/2017 Mark: 100%
Module 12: Wealth Strategies with Insurance: Planning Ahead
pending
Module 13: Tax Efficient Capital Planning
06/02/2017 Mark: 100%
Module 14: Planning for Business Succession
06/03/2017 Mark: 100%
Module 15: Tax Strategies for Business Owners
06/03/2017 Mark: 100%
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30 Certificates in each pdfs.. phase 4-5. Date: 2014-2015
Course
MGF0515
MGF0535
MGF0535
MGF0512
MGF0512
MGF0514
MGF0514
MGF0511
MGF0511
MGF0521
MGF0521
MGF0522
MGF0523
MGF0524
MGF0525
MGF0531
MGF0532
MGF0533
MGF0534
MGF0513
MGF0423
MGF0412
MGF0413
MGF0414
MGF0415
MGF0421
MGF0422
MGF0424
MGF0425
MGF0431
MGF0432
MGF0433
MGF0411
MGF0435
MGF0434
Course Title
Advising Family Businesses
Professionals and Partnerships
Working in Alignment with your Family Business Clients
Structuring Retirement Income
Understanding the Family Business
Why Philanthropy?
Charity Law and Taxes
Gift Plan Strategies
Gifts of Life Insurance
Intergrating Philanthropy into Your Practice
Taxation of Income from a Proprietorship
Transactions Involving Business Assets
Home-Based Businesses
Disposing of and Replacing a Business
Developing a Shared Vision
Snowbirds
Real Estate
Principal Residences
Tax Efficient Debt Management
Risk Management
Residency
Immigration and Emigration
Foreign Property Ownership
US Citizens in Canada
Planning for Post Retirement Incapacity
At Death and Beyond
Planning for Survivors
Tax Efficient Asset Transfers: Managing ACBs
Strategic Philanthropy
Business Owners and Executives
Phase 4
Course StatusTax Efficient Asset Transfers: Managing ACBs Completed 67%Real Estate Completed 100%Principal Residences Completed 67%Tax Efficient Debt Management Completed 67%Risk Management Completed 67%Residency Completed 67%Immigration and Emigration Completed 100%Snowbirds Completed 100%Foreign Property Ownership Completed 100%US Citizens in Canada Completed 100%Planning for Post Retirement Incapacity Completed 100%At Death and Beyond Completed 77%Planning for Survivors Completed 100%Business Owners and Executives Completed 100%Strategic Philanthropy Completed 100%
Phase 5 Course StatusUnderstanding the Family Business Completed 100%Working in Alignment with your Family Business Clients Completed 100%Developing a Shared Vision Completed 93%Structuring Retirement Income Completed 100%Advising Family Businesses Completed 100%Why Philanthropy? Completed 100%Charity Law and Taxes Completed 100%Gift Plan Strategies Completed 100%Gifts of Life Insurance Completed 100%Intergrating Philanthropy into Your Practice Completed 100%Taxation of Income from a Proprietorship Completed 100%Transactions Involving Business Assets Completed 100%Home-Based Businesses Completed 67%Disposing of and Replacing a Business Completed 100%Professionals and Partnerships Completed 67%
Phase 4
Course StatusTax Efficient Asset Transfers: Managing ACBs Completed 67%
Real Estate Completed 100%
Principal Residences Completed 67%
Tax Efficient Debt Management Completed 67%
Risk Management Completed 67%
Residency Completed 67%
Immigration and Emigration Completed 100%
Snowbirds Completed 100%
Foreign Property Ownership Completed 100%
US Citizens in Canada Completed 100%
Planning for Post Retirement Incapacity Completed 100%
At Death and Beyond Completed 77%
Planning for Survivors Completed 100%
Business Owners and Executives Completed 100%
Strategic Philanthropy Completed 100%
Phase 5
Course Status
Understanding the Family Business Completed 100%
Working in Alignment with your Family Business Clients Completed 100%
Developing a Shared Vision Completed 93%
Structuring Retirement Income Completed 100%
Advising Family Businesses Completed 100%
Why Philanthropy? Completed 100%
Charity Law and Taxes Completed 100%
Gift Plan Strategies Completed 100%
Gifts of Life Insurance Completed 100%
Intergrating Philanthropy into Your Practice Completed 100%
Taxation of Income from a Proprietorship Completed 100%
Transactions Involving Business Assets Completed 100%
Home-Based Businesses Completed 67%
Disposing of and Replacing a Business Completed 100%
Professionals and Partnerships Completed 67%
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