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Benefits at Retirement

 

Lesson 1: Pension and Retirement Benefits

An Overview of the Pension and Retirement Plans System Comprehensive Savings Limit Pension Adjustment

Lesson 2: Government Pension Programs

  • Canada and Quebec Pension Plans
    • Participation
    • Contributions
    • Pension Benefits
    • Disability Benefits
    • Survivor Benefits
    • Division of CPP/QPP Credits after Divorce, Separation or Annulment
    • Statement of Contributions
    • Assignment of CPP/QPP Retirement Pensions
  • Old Age Security (OAS)
    • Benefits
    • Eligibility Conditions
    • Full OAS Pension
    • Partial OAS Pension
    • Applying for OAS Benefits
    • Payment of OAS Benefits to Recipients Outside Canada
    • Taxation of OAS Benefits and the Pension Clawback
    • Planning Strategies to Minimize OAS Clawback
  • Guaranteed Income Supplement (GIS)
  • Allowance
    • Allowance for the Survivor
    • Future of the OAS Program

Lesson 3: RRSP CONTRIBUTION STRATEGIES

  • Ten RRSP Contribution Strategies
  • Spousal RRSPs as an Income Splitting Tool
    • Contribution Limit
    • Age Limit
    • Income Splitting Benefit
    • Plan Withdrawals
  • Investments within RRSPs
    • Qualified Investments
    • Non-Qualified Investments
  • RRSP Transfers and Rollovers
    • Direct RRSP Transfer
    • Direct Transfer of a Single Amount from a DPSP or from an RPP
    • Locked-in Pension Transfer
    • Marriage Breakdown
    • Retiring Allowance
  • Withdrawals from RRSP
    • Withdrawal from a Spousal RRSP
  • Tax Considerations − Investing and Managing RRSPs .....
  • Death of an Annuitant
    • Qualified Beneficiary
    • Refund of Premiums
    • Other Beneficiaries
    • Final Contribution to a Spousal Plan
  • RRSP Rules for Non-Residents
    • Canadian Resident Having Left Canada
    • Landed Immigrant Working in Canada
    • Deemed Canadian Resident (Section 250)
    • Non-residents who have Earned Income in Canada
    • Withdrawal of Funds
QUIZ FORMAT
Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz 20
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

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.