Unlock your future by mastering Canada's government benefits for retirement. Strategize your finances to maximize your wealth and secure a comfortable retirement.
Welcome to "Government Benefits for Retirement Planning," a continuing education course presented by PNC Learning Inc. This course is specifically designed to fulfill the continuing education requirements for financial advisors in Canada, providing a comprehensive overview of how government benefits integrate into effective retirement strategies.
Understanding the various sources of retirement income is crucial for comprehensive financial planning. This course will illuminate how government pensions, company plans, and personal savings interrelate to secure a client's financial future. By the end of this course, you will be proficient in:
This course equips financial advisors with the expert knowledge to guide clients through the complexities of Canadian government benefits and other retirement income sources, ensuring a well-planned and secure retirement.
2 activities • 1 videos • duration: 1h
2x Award Winning Commercial Insurance Broker
Founder and CEO of PNC Learning (a wholly owned LearnDay subsidiary), one of Canada’s leading independent providers of pre-licensing and accredited continuing education courses for insurance professionals. https://courses.pnclearning.com With programs currently in use by thousands of students and at some of the largest insurance brokerages across Canada, Jacques has deep experience in successfully launching and marketing new e-Learning programs for the fitness industry, financial services, and other regulated industries. With a technical background, his expertise in e-Learning includes content creation, sales & marketing, and everything required to bring a new e-Learning program to market from the ground up.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
This course covered all types of pension plans, not just government plans, so it wasn't quite what I expected. It did cover a lot of material and the general rules for all types of plans. I had hoped that it would cover some of the decision points for when to start CPP and how the CPI needs to be considered.
great information with lots of cases presented. Thank you!
