Discover essential strategies to optimize your claim timing and maximize your guaranteed monthly income for a financially secure retirement.
Are you prepared to maximize your retirement income under the new 2026 rules? Led by expert David Trahair, the course How to Maximize your CPP and OAS pensions 2026 provides a deep dive into the intricacies of Canada's public pension systems. This comprehensive guide is designed to help you navigate the complex regulations, recent enhancements, and calculation methods to ensure you or your clients receive every dollar available.
With the full implementation of the CPP enhancement and the introduction of the second earnings ceiling, the landscape of retirement planning has shifted. This course goes beyond the basics to explore how premiums are calculated, how the CPP reserve fund is managed, and importantly, how to determine the optimal time to start receiving your benefits based on personal discount rates, tax brackets, and longevity.
Throughout the course, you will learn to:
In addition to the video lessons, this course provides access to essential resources such as the CPP Retirement Pension Calculator, the Elect Age Calculator, and the CPP Return Calculator. Whether you are a CPA advising clients on tax-efficient retirement strategies or an individual looking to secure your financial future, this course equips you with the knowledge and tools to take control of your pension planning.
4 activities • 3 videos • duration: 3h 4m
Acclaimed Author and On-demand Course Developer
David Trahair, CPA, CA, is an author and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.
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.
Excellent!
very informative course
Excellent and totally relevant for my personal situation.
The narrator was easy to listen to
