Continuing Education → Globe Advisor

Retirement Planning: Part I (LCIFGA014)


Description
1.0 IIROC: Professional Development
1.0 MFDA: Professional Development (8670)
1.0 Alberta Accreditation Committee: 1.0 Life (56591)
1.0 Financial Services Regulatory Authority of Ontario: Life
1.0 Insurance Council of British Columbia: Life
1.0 Insurance Council of Manitoba: 1.0 Life (36294)
1.0 Insurance Councils of Saskatchewan: Life
1.0 CPA: 1.0 Verifiable CPD
1.0 CFA: 1.0 Professional Learning
1.0 FP Canada: Financial Planning (8670)
1.0 Advocis: Structured Learning

In this 10 part series, we explore the crucial topic of retirement planning, a significant aspect of financial planning. This course will enable the learners to know more about trends in retirement planning and advice from experts on the topic. The course concludes with a final test. A passing grade of at least 60% is required.



Important to note:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE
Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions
expressed in this presentation are those of the presenter / content author and do not necessarily reflect
the views of FP Canada.

CE Credits: 1.0 CE Credit Type: Professional Development

Content
  • Canadians being forced to retire early face challenging ramifications
  • Taking a pension’s commuted value can leave some Canadians wealthier
  • Globe Advisor's Best of 2019: Top 10 stories on retirement planning
  • Financial advisors warning clients about the perils of living longer
  • Three ways house-rich, cash-poor retirees can tap into the value of their homes
  • How investors with a retirement savings shortfall can get in gear
  • Unique retirement planning strategies
  • Health-care costs need to be top of mind during retirement planning
  • Is postponing retirement in the cards for older Canadians?
  • Four-per-cent rule still a great starter for retirement planning
  • Test
  • Final Quiz - Retirement Planning :Part 1
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever