This course provides students with the basic tools and skills needed to prepare retirement plans for their prospective clients. Review various sources of income at retirement including Government Sponsored Retirement Income Programs, Employer Sponsored Pension Plans, Deferred Profit Sharing Plans, and Personal Savings Plans and incorporate these into retirement savings plans and post-retirement income plans. This course also incorporates Education Planning, Home Buyers’ Plan and Tax-Free Savings, as they relate to retirement and savings.
Please note: This course is offered through OntarioLearn. To review important information such as textbook, exam and grade information, visit the OntarioLearn Information web page.
Have you taken this course or an equivalent course? Contact the Credit Transfer Office.
Not all courses are offered each term.
Fall 2024 registration opens July 22, 2024. Winter 2025 registration opens November 4, 2024.In person: classes held in person on a campus/site in a classroom/lab/shop/studio for the course duration
Online - Asynchronous: 100% online delivery, no scheduled day or time course requirements with the instructor, assigned due dates
Online - Synchronous: 100% online delivery, scheduled day and time course requirements with the instructor, assigned due dates
Hybrid: any combination of in person, timetabled, on campus, online, and hyflex delivery