Government Benefits for Retirement Planning CE Course
Reviewed and approved by FP Canada for 1 CE Credit + 1 MFDA CE Credit
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Category Credits: 1 Financial Planning Credit for FP Canada + 1 Professional Development Credit for MFDA
The Government of Canada ensures that seniors can lead a reasonable life in retirement. The Government has two types of pensions, the Old Age Security and the Canada Pension Plan. Both are described with reference to eligibility, amount of payment and how to maximize the benefits. Then company pension plans are elaborated, since the Government monitors the company pensions to ensure it meets the criteria. The plans may be based on a formula and called defined benefit. The other type of pension plan is a defined contribution plan, where the decisions of the client and investment returns affect the pension. Tax free savings account is another type of account that the Government grants benefits in investment.
Students must pass the final exam before a certificate will be issued.
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Professor Adam (Aizad) Ahmad, MBA, MSc, LLQP
Earning his MBA in the UK, Adam holds many professional designations in finance to include: CSC, BCO, IFIC, LLQP, PFP, CPH, Real Estate and more. Starting his career working for large financial institutions like Sun Life, Edward Jones, Scotiabank, and others, Adam followed his passion for education and moved on to teach life insurance and other financial certifications at various colleges in Ontario.
Now at PNC Learning, Adam helps us with our instructional design and LLQP pre-licensing and CE training.
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Government Benefits for Retirement Planning
Government Benefits for Retirement Planning Quiz