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Advance your Professional Skills in Retirement Planning

These Retirement Planning courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Featured Retirement Planning Packages

Group Learning Rates available - Lowest Rate Guarantee
  • Package
    bylearnformula
    40 Verifiable CPD Hours for CPAs
    book
    21 courses
    4.9
    (872)
    40 CPD hours
    CA$779CA$2,394
  • Package
    bylearnformula
    3-YEAR PACKAGE: CPA in Private Sector Certificate
    book
    28 courses
    4.9
    (7366)
    60 CPD hours
    CA$999CA$3,591
  • Package
    bylearnformula
    3-YEAR PACKAGE: Audit-Ready CPA
    book
    25 courses
    4.9
    (7605)
    60 CPD hours
    CA$999CA$3,591

Professional Retirement Planning Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
  • Video Course
    workspace_premiumBest Instructor
    Finance: Retirement Planning

    How to Retire in 10 Years or Less 2026

    A practical, data-driven plan to secure your financial future even if you are starting late.

    CA$155-55%CA$341
    4 CPD hours
    David Trahair
    Published at Oct 29, 2026
    Updated at Oct 22, 2026
  • Video Course
    workspace_premiumBest Instructor
    Finance: Retirement Planning

    A Six Point Plan for Financial Freedom 2026

    Retire well without relying on stock market volatility or expensive investment advisors.

    CA$198-17%CA$238
    4 CPD hours
    David Trahair
    4.9
    (20)
    Published at Aug 27, 2026
    Updated at Aug 26, 2026
  • Video Course
    workspace_premiumBest Instructor
    Finance: Retirement Planning

    How to Maximize Your CPP and OAS Pensions 2026

    Discover essential strategies to optimize your claim timing and maximize your guaranteed monthly income for a financially secure retirement.

    CA$155-55%CA$341
    3 CPD hours
    David Trahair
    4.9
    (123)
    Published at Feb 11, 2026
    Updated at Feb 11, 2026
  • Video Course
    Finance: Retirement Planning

    Government Benefits for Retirement Planning

    Unlock your future by mastering Canada's government benefits for retirement. Strategize your finances to maximize your wealth and secure a comfortable retirement.

    CA$99-55%CA$218
    1 CPD hour
    PNC Learning
    4.8
    (56)
    Published at Nov 20, 2025
    Updated at Nov 20, 2025
  • LearnFormula Business

    Upgrade to Team License

    Try LearnFormula Business and buy packages or courses at a discounted group (multi-license) rate.

    • A subscription-based online learning platform with access to our full course library
    • Organize training on our LMS-platform
    • Flexible payment according to your preferences
    Request a demo
    LearnFormula Business
  • Video Course
    Finance: Retirement Planning

    CPP Contributions & Enhancements: What You Need to Know

    Navigate the evolving landscape of CPP contributions and enhancements. Unlock strategies to maximize your future benefits and confidently plan for retirement, disability, or survivorship.

    CA$119-55%CA$262
    1.5 CPD hours
    Sophie Wang
    4.5
    (19)
    Published at Oct 22, 2025
    Updated at Oct 23, 2025
  • Video Course
    Finance: Retirement Planning

    Aging and the Law: Hidden Topics and Ethical Challenges

    Navigate the complex legal landscape of aging, from hidden financial and privacy issues to ethical considerations in caregiving and professional responsibility, ensuring compliant practice.

    CA$155-55%CA$341
    3 CPD hours
    Age-Friendly Business®
    4.8
    (25)
    Published at Sep 26, 2025
    Updated at Sep 25, 2025
  • Video Course
    Finance: Retirement Planning

    Aging and the Law: Families and Contracts

    Navigate the critical legal landscape of aging, from managing complex family relationships and inheritance to understanding contracts and financial arrangements.

    CA$155-55%CA$341
    3 CPD hours
    Age-Friendly Business®
    5.0
    (1)
    Published at Sep 26, 2025
    Updated at Sep 25, 2025
  • Video Course
    Finance: Retirement Planning

    Aging and the Law: Substitute Decisions, Consent & Capacity

    Empower yourself with crucial legal knowledge for aging clients. Master substitute decision-making, consent, and capacity to confidently navigate legal risks and safeguard your clients .

    CA$129-55%CA$284
    2.5 CPD hours
    Age-Friendly Business®
    4.3
    (4)
    Published at Sep 26, 2025
    Updated at Sep 24, 2025
  • Video Course
    workspace_premiumBest Instructor
    Finance: Retirement Planning

    How to Retire in 10 Years or Less 2025

    This course provides a step-by-step plan to build significant retirement savings in 10 years or less.

    CA$155-55%CA$341
    4 CPD hours
    David Trahair
    5.0
    (855)
    Published at Sep 22, 2025
    Updated at Sep 22, 2025
  • Video Course
    Finance: Retirement Planning

    Retirement Decisions and Incentives in Canada

    Understand the complex interplay between retirement incentives, income distribution, and policy in Canada's social security system

    CA$129-55%CA$284
    2.5 CPD hours
    ProInsurance Academy
    4.3
    (50)
    Published at Dec 17, 2024
    Updated at Dec 17, 2024