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At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

Benefits at Retirement

 

IMPORTANT

As of January 2nd, 2020 this course will no longer be available for sale.

Identifying all the different income streams that a person can expect at retirement can be confusing yet critical. The understanding of the expected benefits at retirement can assist an advisor with uncovering gaps in income shortfalls and assist in properly advising clients about better retirement planning and investment strategies necessary to establish the desired lifestyle at this stage.

You will learn about payable benefits through government retirement income programs and RRSP considerations such as contribution strategies, income splitting tool, transfers and rollovers for taxation purposes.