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CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

What is the course syllabus?

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Lesson 1: Funding Retirement

  • Retirement Income needs Analysis

    • Steps in Retirement Income needs Analysis
    • Financial Security in Retirement
    • Strategies for Lifelong Income

  • Methods used to Fund Retirement from an RRSP

    • Transfer RRSP Proceeds to a Registered Retirement Income Fund (RRIF)
    • Use the Proceeds to Purchase an Annuity
    • Withdraw all RRSP Proceeds as a Lump-Sum Payment
    • Retirement Funding Considerations
    • Locked-In Retirement Accounts and Locked-In RRSPs
    • Employer Pension Plans

  • Government Benefits

    • CPP/QPP Retirement Benefits
    • Old Age Security Program
    • Taxation of OAS Benefits and the Pension Clawback
    • Strategies to Help Clients Keep More of their OAS

Lesson 2: Income Producing Investments

  • Understanding Annuities

    • Types of Annuities

  • Segregated Funds

    • Structure of Segregated Funds
    • Segregated Fund Features
    • Taxation of Segregated Funds
    • Segregated Funds Compared to Mutual Funds

  • Guaranteed Minimum Withdrawal Benefit Contracts

    • Guarantees on a GMWB
    • Additional Benefits of a GMWB

  • Guaranteed Investment Certificates

    • Benefits and Risks of GICS

  • Fixed Income Risks and Strategies

    • Risks of Fixed Income Investments
    • Strategies
    • Real Return Bonds

  • Equities

  • Monetization Strategies

    • Strategies to Generate Income using the Home