FAQs About Estate Planning CPD.
Try LumiQ for freeYes. These courses are designed for Canadian CPAs and financial professionals who advise clients on estate planning, trust administration, gift taxation, and wealth transfer. Content is relevant to professionals navigating Canadian tax rules governing estates and trusts, including CRA requirements for estate tax returns and deemed disposition rules.
Estate planning CPD courses commonly cover topics such as:
Canadian estate planning strategies and tools
Deemed disposition rules and tax on death in Canada
Trust structures and trust administration under Canadian tax law
Family limited partnerships and asset protection planning
Wealth transfer strategies for high-net-worth Canadians
Retirement planning and registered account planning (RRSP, TFSA, RRIF)
Probate planning and probate avoidance strategies
Life insurance in estate planning
Buy-sell agreements and business succession planning
Cross-border estate planning for Canadians with U.S. connections
Under Canadian tax law, a person is deemed to have disposed of all capital property immediately before death at fair market value. This deemed disposition can trigger significant capital gains tax at death, particularly for appreciated assets such as real estate, shares of private corporations, or investment portfolios. Estate planning strategies for high-net-worth Canadians often focus on minimizing the income tax liability triggered by deemed disposition through the use of trusts, spousal rollovers, and other planning tools.
Life insurance plays a central role in many Canadian estate plans. It is commonly used to fund the tax liability arising from deemed disposition at death, equalize inheritances among heirs, provide liquidity for the estate, and facilitate business succession planning through buy-sell agreements. The tax treatment of life insurance proceeds in Canada is generally favourable, making it a versatile and widely used estate planning tool.
There are no formal prerequisites. However, some advanced topics, such as cross-border estate planning, trust taxation, or complex multi-generational wealth transfer strategies, may assume familiarity with general Canadian taxation, trust law, or personal financial planning concepts.
Podcasts can deliver superior learning outcomes compared to live webinars and recorded webcasts. Audio-only formats reduce cognitive overload and "Zoom fatigue," allowing your brain to retain information better. Additionally, unlike live or in-person options, you can pause and replay complex estate planning concepts as needed for comprehension.
Podcasts also fit your schedule and your life better. Unlike live webinars with fixed start times, podcasts let you earn CPD during your commute, between clients, or whenever works best.
In short, you get the same credit hours with better retention and zero scheduling conflicts.
CPD hours vary by course. Typically they range from 1 to 2 hours per podcast and 3 to 9 hours for our in-depth, multi-episode learning paths. Each course listing clearly displays the hours you'll earn upon completion. All hours are earned once you complete the podcast episode in full and pass the final assessment.
LumiQ provides structured professional learning activities designed to support verifiable CPD requirements for accounting and finance professionals. Upon completion of an estate planning course, LumiQ provides a certificate of completion documenting the learning activity and CPD hours earned.
LumiQ courses meet verifiable CPD requirements for accounting professionals in Canada and internationally. Eligibility and classification of CPD activities are determined by the member and their provincial CPA body. Members are responsible for confirming that a specific course qualifies under their CPD requirements.
Yes. With a LumiQ account you have access to the Tracker. LumiQ Tracker automatically organizes the CPD you earn with LumiQ and allows you to upload CPD from other sources. Certificates of completion can be downloaded at any time.
Yes, we’ve got an app for both Apple and Android devices. Click here to go to the Google Play Store and click here to go to the Apple App Store.
Yes! Sign up for a free trial today and get 3 verifiable CPD hours, no credit card required. To purchase a full subscription, visit our pricing page. If you work for a company with a team of CPAs, or others who may be interested, contact us for team pricing options.













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