enables you to prepare retirement plans for clients in all life situations. If your client is many years away from retirement, you can develop a savings plan allocating savings between pensions, CPP/QPP, TFSAs and RRSPs. If your client is approaching retirement, you can assess an employer's retirement offer and pension benefit alternatives. If your client is already retired, you can determine the amount of lifestyle expenditures they can sustain, plan RRSP and RRIF withdrawals, and project the assets for their estate plan.
Ongoing technical support by email and phone!
Current Developments in Personal Financial Planning
is a series of 4 continuing education courses, each with 6 hours of continuing education credits. You would complete a course by reading certain chapters of a quarterly update to The Personal Financial Planner's Manual and passing a multiple-choice exam.
If have a current subscription to the Personal Financial Planner's Manual, you can complete one of the continuing education courses.
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