Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Financial Management at Your Client's Retirement


When faced with retirement, the management of finances becomes an important issue because the management of income and net worth accumulated is limited or often overlooked. Most clients lack the understanding of how to efficiently access funds in retirement and create a lasting strategy to get them financially through the retirement years.

This course focuses on being organized in retirement, on how to retire efficiently from a business and/or partnership and on tax planning strategies. As a financial professional, you will gain a better understanding of your clients' options for accessing their money in retirement. You will learn about retirement preparation, pension plan types and managing retirement income through RRSPs, RRIFs and annuities.