Retirement Planning - Canada. $215 + $27.95 HST.
Comprehensive coverage of Financial Planning, Tax Planning, Estate Planning & Transition to Retirement. It helps you plan for a successful and healthy retirement.
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
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 FHSA-First Home Savings Account
Quiz Section-2.04 FHSA-First Home Savings Account
Section-2.05 RESP-Registered Education Savings Plan
Quiz Section-2.05 RESP-Registered Education Savings Plan
Section-2.06 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 Debt Management
Section-5.04 Protect Your Identity & Credit Rating
Transition To Retirement