Course curriculum

  • 1

    Retirement Planning Introduction - Course Content

  • 2

    Public Service Pension Plan - Canada's Federal Employees

    • Introduction - Federal Employees - Public Service Pension Plan

    • Lesson-01 Public Service Pension Plan

    • Quiz - Lesson-01 Public Service Pension Plan

    • Lesson-02 Service Buyback

    • Quiz - Lesson-02 Service Buyback

    • Lesson-03 Survivor Benefits

    • Quiz - Lesson-03 Survivor Benefits

    • Lesson-04 Supplementary Death Benefit

    • Quiz - Lesson-04 Supplementary Death Benefit

    • Lesson-05 Leave Without Pay

    • Quiz - Lesson-05 Leave Without Pay

    • Lesson-06 Group Insurance Health & Dental

    • Quiz - Lesson-06 Group Insurance Health & Dental

  • 3

    Estate Planning

    • Introduction - Estate Planning

    • Lesson-01 What is a Will and Why

    • Quiz - Lesson-01 What is a Will & Why

    • Lesson-02 How to Prepare a Will

    • Quiz - Lesson-02 How to Prepare a Will

    • Lesson-03 Probate

    • Quiz - Lesson -03 Probate

    • Lesson-04 Tax at Death

    • Quiz - Lesson-04 Tax at Death

    • Lesson-05 Codicil

    • Lesson-06 Power of Attorney Financial & Personal Care

    • Quiz - Lesson-06 Power of Attorney Financial & Personal Care

  • 4

    Financial Planning

    • Introduction - Financial Planning

    • Lesson-01 Government Programs

    • Section-1.01 CPP/QPP

    • Quiz Section-1.01 CPP/QPP

    • Section-1.02 Old Age Security & Guaranteed Income Supplement

    • Quiz Section-1.02 Old Age Security & Guaranteed Income Supplement

    • Lesson-02 Registered Savings

    • Section-2.01 RRSP-Registered Retirement Savings Plan

    • Quiz Section-2.01 RRSP-Registered Retirement Savings Plan

    • Section-2.02 RRIF-Registered Retirement Income Fund & Annuities

    • Section-2.03 TFSA-Tax Free Savings Account

    • Quiz Section-2.03 TFSA-Tax Free Savings Account

    • Section-2.04 RESP-Registered Education Savings Plan

    • Quiz Section-2.04 RESP-Registered Education Savings Plan

    • Section-2.05 RDSP-Registered Disability Savings Plan

    • Lesson-03 Managing Your Investments

    • Section-3.01 Asset Allocation

    • Quiz Section-3.01 Asset Allocation

    • Section-3.02 Mutual Funds vs Index Funds

    • Quiz Section-3.02 Mutual Funds vs Index Funds

    • Lesson-04 Tax Planning

    • Lesson-05 Retirement Income Planning

    • Section-5.01 Retirement Budget

    • Section-5.02 Retirement Income

    • Section-5.03 Example-Retirement Income For Canada's Federal Employees

    • Section-5.04 Inflation

    • Section-5.05 Debt Management

    • Section-5.06 Protect Your Identity & Credit Rating

  • 5

    Transition To Retirement

    • Transition To Retirement