What You Will Learn
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LESSON 1: Employer Sponsored Pension Plans
- Group RRSPs
- Registered Pension Plans
- Individual Pension Plans
- Retirement Compensation Arrangements
- Supplemental Executive Retirement Plans
- LESSON 2: Government Pension Programs
- Canada and Quebec Pension Plans
- Old Age Security Program
- LESSON 3: Planning for Retirement with Personal Savings Vehicles
- Registered Retirement Savings Plans
- Group RRSPs
- Spousal RRSPs as an Income Splitting Tool
- Ten RRSP Contribution Strategies
- Tax-Free Savings Accounts
- Comparing RRSPs and TFSAs
- Understanding Annuities
- Types of Annuities
- Segregated Funds
- Registered Disability Savings Plans
- LESSON 4: Insurance Needs Assessment
- Capital Needs Analysis – Tom and Debbie
Approximate Hours of Study** | |
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Hours of Study | 7 hours |
QUIZ FORMAT | |
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Quiz Format | Online |
Question Format | Multiple Choice |
Questions Per Quiz | 30 |
Passing Grade | 60%* |
Attempts Allowed | Unlimited* |
ENROLMENT PERIOD | |
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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.
National/Provincial (Excluding Quebec)
CE Chart
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For details on the organizations and other information on CE Credits listed in the above charts, please click here.