Private Instrument Issued

Learn how to issue a private instrument worth $9,995 to the Private Membership Association (PMA) for financial empowerment.

Account Establishment

Gain the expertise to set up accounts and navigate the financial presentment process effectively.

Remedy Process Knowledge

Acquire in-depth knowledge of the remedy process and unlock the potential for financial solutions.

About the Course

Join our course to delve into the world of private banking and financial presentment. Gain insights into establishing lawful instruments with integrity and discover the power of financial remedies. Our comprehensive curriculum will equip you with the tools and knowledge needed to issue private instruments, set up accounts, and understand the remedy process. Take the first step towards financial empowerment today!

About the Creator

I'm passionate about sharing my expertise in private banking and financial presentment with you. Through my own experiences and challenges, I've mastered the art of establishing lawful instruments and navigating the financial landscape with integrity. Join me on this journey to unlock the secrets of financial empowerment and gain valuable insights into the remedy process.

Curriculum

6 Chapters · 12 Lessons

  1. 1

    3-0 Introduction Private Banking and Financial Presentment

    1. (Included in full purchase)

      Key Concepts of Financial Presentment

  2. 2

    3-1 Promissory Notes & Bills of Exchange Act (Canada)

    1. (Included in full purchase)

      Using the PN Template

  3. 3

    3-2 What the Signature Secures: Security Creation

    1. (Included in full purchase)

      3-2-2 PMA banking- Notary Public vs Commissioner of Oaths

    2. (Included in full purchase)

      3-2-3 T5008 Business Deductions

    3. (Included in full purchase)

      3-2-4 Income Tax Act 85.1 on T5009 Bank Fees

    4. (Included in full purchase)

      3-2-5 Preparing for Changing Times

    5. (Included in full purchase)

      3-2-6 Estate Transfers - Review 7500

  4. 4

    3-3 Setting Up Bank Account Lawfully (All Caps SP+Trust)

    1. (Included in full purchase)

      3-3-2 Private Trust In Commerce

  5. 5

    3-4 Trust vs Estate: Managing Both

    1. (Included in full purchase)

      3-4-2 QuickClaim Deed and T5008 Process

  6. 6

    3-5 Fiduciary Responsibility & the Role of PMA

    1. (Included in full purchase)

      3-5-1 Moving from Public to Private - Fiduciary Benefits and responsibilities

    2. (Included in full purchase)

      3-5-2 Review of NOTIFICATION LETTER PROCESS

    3. (Included in full purchase)

      3-5-3 Record Keeping-UCC3 Negotiable Instruments_UCC4 Ba

What People Are Saying

Discover how our course is transforming the way individuals approach private banking and financial presentment.

”
Text-only testimonials are quick to scan and can highlight the value of your product at a glance.
Jessica L.

Las Vegas, NV

The combination of text and imagery make the testimonial feel more personal and credible.
Ashley T.

Working mom

”
Finally, a handbook that makes photography feel simple! It covers everything from camera settings to post-processing in a way that actually makes sense.
Anna W.

Amateur photographer

Ready to Transform Your Financial Future?

Take the next step towards financial empowerment and gain access to exclusive resources.

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