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PlannerPrep is your source for study material for the QAFP™, CFP® and PFP® exams.

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PlannerPrep is an independent education company and is unaffiliated with FP Canada or Canadian Securities Institute. CFP® and QAFP™ designations are owned by FP Canada. The PFP® designation is owned by CSI.

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Canadian Tax Policy Changes

Ways to Minimize the OAS Clawback

Utilizing Life Insurance to make Charitable Donations