What will you learn about?
- The basics of insurance
- Risk and insurance in financial planning
- The insurance industry
- Insurance as a contract
- Group insurance and government programs
- Retirement and estate planning
- Intestacy
- Wills and powers of attorneys
- Probate and forms of property ownership and transfer
- Family law
What is the course syllabus?
Expand All|
Collapse All
Topics covered in this chapter are:
- Risk Management and Planning
- Shift to a Planning Emphasis
Topics covered in this chapter are:
The Nature of Risk
Personal Risks
Property Risks
Legal Liability Risks
Other Potential Sources of Risk
Methods for Managing Risk
Topics covered in this chapter are:
- Types of Non-government Insurers
- Aspects of Insurance Regulation
- Government Insurance Programs
Topics covered in this chapter are:
- Review
- Basic Components of Insurance Contracts
- Characteristics Unique to Specific Types of Insurance Contracts
Topics covered in this chapter are:
- Group Insurance
- Government Programs
Topics covered in this chapter are:
- Smoothing Consumption Over the Individual’s Lifetime: Savings
- The Retirement Planning Process
- STEP 1: Ascertain the Client’s Retirement Goals
- STEP 2: Calculating How Much a Client Will Need to Meet the Retirement Objectives
- STEP 3: Determining Sources of Revenue at Retirement
- STEP 4: Adjusting Finances to Meet Retirement Goals
Topics covered in this chapter are:
- Managing Income Needs in Retirement
- Managing Funds at Retirement
- Registered Plans (RRSPs) Maturity Options
- Pension Income Splitting
- Other Income Sources
- Choosing a Retirement Maturity Option
- When to Annuitize?
Topics covered in this chapter are:
- How do Intestacies Arise?
- The Implications of Intestacy
- Intestacy: Asset Distribution
- Other Complications and Drawbacks to Dying Intestate
Topics covered in this chapter are:
- Types of Wills and their Requirements
- Limitations of a Will
- Revocation of a Will
- Review and Amendment of Wills
- Appointment of Executors (Liquidators), Guardians and Trustees
- Points to Consider in Making a Will
- Powers of Attorney (Mandates)
Topics covered in this chapter are:
- Probate
- Forms of Property Ownership
Topics covered in this chapter are:
- Property Rights During Marriage
- The Matrimonial Home
- Matrimonial Property Legislation on the Termination of the Marriage or civil union
- Property Rights of Common Law Spouses
- Tutorship to Minors in the Province of Quebec
- Union Abroad
How will you learn?
CSI’s online learning system helps you meet your study goals. You’ll benefit from:
- Textbook readings available in PDF and printed format
- Learning objectives that keep you focused
- End of chapter activities including review questions to help you reinforce your learning and identify topics that may need to be revisited during exam preparation
- Two self-assessments and practice questions so that you can assess your progress
- Online assistance from CSI’s academic support specialists