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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Preparing for Retirement


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
    • Basic Rules
  • 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 Online
Question Format Multiple Choice
Questions Per Quiz 20
Passing Grade 60%*
Attempts Allowed Unlimited*
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.