Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Preparing for Retirement


Being prepared for retirement has in recent years become the key goal for many people preparing for the next stage in their lives, especially considering the amount of baby boomers getting set for retirement. Some are planning comfortable retirement, while others will continue to work simply because they cannot afford it. Assisting clients with retirement planning has become an important part of every advisor's primary service offerings. The shift in early identification of gaps in income expectation at retirement has become a necessity for Canadians. This course will provide a high level look at what individuals need to be aware of when planning for their retirement