What You Will Learn
-
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** | |
|---|---|
| Hours of Study | 7 hours |
| QUIZ FORMAT | |
|---|---|
| Quiz Format | Online |
| Question Format | Multiple Choice |
| Questions Per Quiz | 30 |
| 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.
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.