Continuing Education → Professional Development

Retirement Planning: Part I (LCIFGA014)


Description
1.0 Financial Planning (#8670) FP Canada
1.0 Life (#55745) Alberta Insurance Council
1.0 Life and/or A&S (#36294) Insurance Council of Manitoba

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.

CE Credits: 1.0 Accreditation Number: 8670 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
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever