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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

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Section Title
Retirement Planning
Type
OntarioLearn
Dates
May 14, 2024 to Aug 20, 2024
Instruction Method
Online  
Registration
Fee
Domestic Student non-credit $406.51
Credit Value
3 credits
Withdraw with Refund (less $20 holdback) before
May 21, 2024
Transfer before
May 29, 2024
Withdraw (no refund) between
May 21, 2024 to Aug 10, 2024
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