Loading...

Course Description

Learn basic skills to prepare retirement plans for prospective clients. Review Government Sponsored Retirement Income Programs, Employer Sponsored Pension Plans, Deferred Profit Sharing and Personal Savings Plans. Covers Education planning, Home Buyers' Plan and Tax-Free Savings as they relate to retirement and savings.

Additional Course Fee: Students are required to register with and must purchase additional course materials required for CIFP courses (approximately $135.00 + applicable taxes) from the CIFP website. The fee includes access to tests, materials, and additional course tools required for financial planning calculations.

Prerequisites

None

Equivalents

Retirement Planning And Case Studies (FINCFP014)

Course Hours

42

Credit Value

3

Applies to the following Programs

Loading...
Click on the + sign to view section details and register
Section Title
Retirement Planning
Type
OntarioLearn
Dates
Sep 09, 2025 to Dec 16, 2025
Instruction Method
Online  
Registration
Fee
Domestic Student non-credit $384.03
Credit Value
3 credits
Withdraw with Refund (less $20 holdback) before
Sep 16, 2025
Transfer before
Sep 24, 2025
Withdraw (no refund) between
Sep 16, 2025 to Dec 06, 2025
Required fields are indicated by .