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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: Getting to Know Your Client

Topics covered in this chapter are:

  • Information Required by Regulation and Law
  • Gathering Information Beyond the Regulatory and Legal Minimum

Lesson 2: Defining Retirement

Topics covered in this chapter are:

  • Defining what retirement means to you
  • The Changing Nature of Retirement
  • The Retirement Independence Calculation
  • Trends in Retirement Planning

Lesson 3: Pension Plans and Taxes

Topics covered in this chapter are:

  • Retiring from a Business
  • Leaving a Company Pension Plan
  • Tax Planning Strategies Available in Retirement
  • RRSP Transfers and Rollovers
  • Death of an Annuitant
  • RRSP Rules for Non-Residents

Lesson 4: Reviewing Wills and Powers of Attorney

Topics covered in this chapter are:

  • Passing on the Estate
  • Passing on the Estate Particular Aspects in Quebec
  • Other Factors to Consider when Making A Will
  • Revocation of A Will
  • Assets Covered by A will and Assets that do not Flow
  • Through the Estate
  • Life Events that Affect A Will
  • Powers of Attorney and Living Wills (Advance Health Care Directives)
  • Power of Attorney
  • Living Wills and Advance Health Care Directives