Considerations When Planning for Retirement Income

By Advisor.ca and Investment Executive

Planning for your client’s retirement income is an ongoing process with changing variables and a lot riding on the outcome.

This collection of articles from Advisor.ca and Investment Executive, based on expert sources, aims to help you consider retirement income by covering critical topics such as timing of government benefits, tax-efficient planning and using home equity (56% of the course); and planning when one spouse dies (44%).

Considerations When Planning for Retirement Income

Accreditation Details

Accreditation body
Competency
Credits

The Institute/IAFE

Ethics

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Financial Planning

1.00

Practice Management

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Product Knowledge

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FP Canada

Professional Responsibility

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Product Knowledge

--

Practice Management

--

Financial Planning

1.00

CSF

Insurance of persons

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Assurance de personnes

--

Courtage en épargne collective

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General Subject

1.00

Group Insurance of Persons

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Group Savings Plan Brokerage

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Matières générales

--

Mutual Funds

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IIROC Cycle 9

Professional Development

1.00

Compliance

--

ICBC

Accident and Sickness

--

General Insurance

--

Life Insurance

1.00

Alberta Insurance Council

General Insurance

--

Life Insurance

1.00

MFDA (2023-2025)

Business Conduct - Ethics

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Business Conduct - Non-Ethics

--

Professional Development

1.00

FSRA

Life and/or A&S

1.00

CIRO Cycle 10

Professional Development

1.00

Compliance

--

Course Type:

PDF

Passing Grade:

7/10 (70%)

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