Lesson 1: Defining Retirement
- Define Retirement
- The Changing Nature of Retirement
- Today's Retirement is Different
- The Retirement Independence Calculation
- Variables
- The Disclaimer
- The Retirement Budget
- Retirement Projections
- The Reality Check
- Trends in Retirement Planning
Lesson 2: Planning For Retirement
- Preparing for Retirement
- Choosing a Retirement Age
- Registered Retirement Savings Plans
- Tax-Deductible Contributions to an RRSP
- RRSP Dollar Limits
- RRSP Contribution Deadline
- Types of RRSPs
- Advantages and Disadvantages of RRSPs
- Questions and Answers about RRSPs
- Tax-Free Savings Accounts
- Comparing RRSPs and TFSAs
Lesson 3: Retirement Strategies
- Steps to take when Establishing a Retirement Strategy
- Priorities, Objectives and Constraints in Establishing a Pension Plan
- Tax Rules Applicable to Retirement Income
- Taxation of Pension Payments
- Tax Deductibility of Pension Contributions
- Other Forms of Retirement Income
- Developing an Asset Allocation Strategy for Retirement
- Retirement Scenario
| 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.
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