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%).
Accreditation Details
Accreditation body
Competency
Credits
The Institute
Ethics
--
Financial Planning
1.00
Practice Management
--
Product Knowledge
--
FP Canada
Professional Responsibility
--
Product Knowledge
--
Practice Management
--
Financial Planning
1.00
CSF
Insurance of persons
--
Assurance de personnes
--
Courtage en épargne collective
--
General Subject
1.00
Group Insurance of Persons
--
Group Savings Plan Brokerage
--
Matières générales
--
Mutual Funds
--
MFDA
Professional Development
1.00
Business Conduct - Non-Ethics
--
IIROC Cycle 9
Professional Development
1.00
Compliance
--
Insurance Council of BC
Accident and Sickness
--
General Insurance
--
Life Insurance
1.00
