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.
Click the links below or the buttons at the top of the page on the right side to access CE accreditation information.
For details on the organizations and other information on CE Credits listed in the above charts, please click here.
