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%).
In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.
Accreditation Details
Accreditation body
Competency
Credits
The Institute/IAFE
Ethics
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Financial Planning
1.00
Practice Management
--
Product Knowledge
--
FP Canada
Professional Responsibility
--
Product Knowledge
--
Practice Management
--
Financial Planning
1.00
CSF
Insurance of persons
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Assurance de personnes
--
Courtage en épargne collective
--
General Subject
1.00
Group Insurance of Persons
--
Group Savings Plan Brokerage
--
Matières générales
--
Mutual Funds
--
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
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Professional Development
1.00
FSRA
Life and/or A&S
1.00
CIRO Cycle 10
Professional Development
1.00
Compliance
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