Businessin10 University

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