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COURSE INFORMATION

Retirement Planning

CFP Qualifying/Certificate Program Course

The <em>Retirement Planning</em> course begins with an overview of the retirement planning process, followed by a comprehensive look at the sources of income an individual can expect to have at retirement, including government-sponsored pension plans (e.g., Canada Pension Plan and Old Age Security) and employer-sponsored pension plans (e.g., defined benefit plans, defined contribution plans, deferred profit sharing plans, etc.).

The course has a strong focus on individual retirement savings vehicles such as registered retirement savings plans (RRSPs), registered retirement income funds (RRIFs) and pension-related plans (e.g., LIFs, LRIFs and LIRAs). Regardless of one’s stage in life, tax issues must be considered as part of a sound financial plan.

The course looks at the unique tax issues that arise at retirement and explores strategies that ensure tax efficiency. Finally, the financial considerations an individual must make in preparation for retirement as well as after retirement are identified.

Format

On Campus

The course is normally 13 weeks in duration and consists of one three-hour class per week. Classes are customarily held on campus on weekdays from 7:00pm to 10:00pm. This schedule may vary, depending on class format and location.

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