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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: Audit-Ready CPA
    book
    25 courses
    4.9
    (7605)
    60 CPD hours
    CA$999CA$3,591
  • Package
    bylearnformula
    3-YEAR PACKAGE: CPA in Private Sector Certificate
    book
    28 courses
    4.9
    (7366)
    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
    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
  • 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
    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
    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
  • 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
    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
    Finance: Retirement Planning

    Otar's Retirement Income Planning (Canadian)

    In this course, you will learn how to plan for retirement based on market history since 1900. Retirement issues such as the luck factor and lifelong income security are covered.

    CA$129-55%CA$284
    2 CPD hours
    Cemil (Jim) OTAR
    4.6
    (100)
    Published at Dec 1, 2024
  • 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
    workspace_premiumBest Instructor
    Finance: Retirement Planning

    Smoke and Mirrors: Busting Financial Myths

    Smoke and Mirrors: Busting Financial Myths by Dave Trahair

    CA$129-55%CA$284
    2 CPD hours
    David Trahair
    4.5
    (435)
    Published at Oct 30, 2019
    Updated at Apr 15, 2025
  • Video Course
    Finance: Retirement Planning

    Financial Independence, Retire Early (FIRE)

    A comprehensive guide to financial forecasting, investment and debt management, and budgeting.

    CA$99-55%CA$218
    1 CPD hour
    Jason Stein
    4.5
    (326)
    Published at Feb 10, 2022
    Updated at Dec 26, 2023
  • Video Course
    Finance: Retirement Planning

    Retirement Readiness Simplified

    Step by Step Course to Prepare You for Retirement.

    CA$99-55%CA$218
    1 CPD hour
    Anna Knight, CFP
    4.5
    (357)
    Published at Dec 9, 2020
    Updated at Nov 19, 2021