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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.

Software Requirements: PowerPoint, Word documents, Financial Calculator


Textbooks:

  • 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

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CRN Day Date Time Hours Location/
Delivery Method
Fee Availability
10519January 12, 2021 to April 20, 202112:00 am - 12:01 am42Online$367.60
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