Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Basics of Pension Plans (0477)

 

After completing this course participants will be able to:

  • Define a pension plan and state the role of the pension plan administrator
  • State the vehicles for funding registered pension plans
  • Distinguish between trusteed pension plans and insured plans
  • State the types of funding methods available through the trusteed and insured approaches
  • Distinguish between defined contribution and defined benefit pension plans
  • State the contribution limits for pension plans
  • Define the types of defined benefit plans
  • Outline vesting, locking-in and benefit requirements
  • Explain the implications of a pension surplus to the sponsor, beneficiaries and trustee/custodian
QUIZ FORMAT
Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz N/A
Passing Grade 60%*
Attempts Allowed Unlimited*
ENROLMENT PERIOD
Enrolment Period 6 months

* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.

Continuing Education (CE) Credits

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National/Provincial (Excluding Quebec)
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Quebec (IQPF/CSF)
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