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Retirement Planning

Code:
FIN 1080

With the increase in life expectancy for both men and women retirement planning has become increasingly important in preparing individuals’ overall financial plans. The Retirement Planning course will provide learners with the basic tools and skills needed to prepare retirement plans for their prospective clients. Learners will review various sources of income at retirement including; Government Sponsored Retirement Income Programs, Employer Sponsored Pension Plans, Deferred Profit Sharing Plans and Personal Savings Plans and incorporate these into retirement savings plans and post-retirement income plans. This unit also incorporates Education Planning, Home Buyers’ Plan and Tax-Free Savings, as they relate to retirement and savings.

Notes:

Minimum passing grade for this course is 55%.

Course contains optional group chats.

Text will be available from Canadian Certified Financial Planner Professionals (CIFP). Students will be required to purchase text materials from CIFP, fee is approximately $135.00 and includes text, exams and web page extras such as additional materials, tools, calculator. Your instructor will provide you with the contract number and password required to register with CIFP during the first week of your course.

The final online exam will be proctored through The Canadian Institute of Financial Planners Virtual University website. Each student can have 2 attempts at each of the four CFP courses (additional fees may apply): RP, RMEP, SIP and ITP and a student must achieve at least a 60% to pass the exam.

Software Requirements: The course uses PowerPoint, Word documents, Financial Calculator is Required Access to a computer or a laptop with high-speed internet access is recommended. Each student is required to purchase Textfrom CIFP (approx $135.00) includes access to website tests, materials, tools, and a calculator. Financial Calculator is Required.


Textbooks:

  • Fall - None required
  • Winter - None required

This course is part of the following program(s):

Note: Clicking on any of the following links will take you to the program of studies where you can obtain more information or choose additional courses for your shopping cart.

Scheduled Dates

CRN Day Date Time Hours Location/
Delivery Method
Fee Availability
10272September 12, 2023 to December 19, 202312:00 am - 12:01 am42Online$368.15
10272January 16, 2024 to April 23, 202412:00 am - 12:01 am42Online$368.15
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