Course curriculum

  • 1

    Retirement Planning Introduction - Course Content

  • 2

    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
  • 3

    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 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
  • 4

    Transition To Retirement

    • Transition To Retirement

Testimonials

OnDemand Retirement Planning Course

Sophie Dalphie

Sophie Dalphié here, and I must say I'm thoroughly impressed with this course! It's incredibly user-friendly and easy to navigate, which made learning a breeze. I particularly appreciated the printable notes; they were a fantastic aid that allowed me to follow along at just the right pace. Each topic was clearly explained, and the additional links provided deeper insights whenever I wanted more information. Although I haven't tackled my budget yet since retirement is still a bit down the road for me, I know I have all the information I'll need when the time comes. I wouldn’t hesitate to recommend this course to my colleagues—it’s structured perfectly, and honestly, I can’t think of any improvements needed. Thank you for such a well-organized and informative experience!

OnDemand Retirement Planning Course

Cade Brown

I finished the OnDemand retirement planning course and was thoroughly impressed by both the format and the content. The course was incredibly informative, offering deep insights into each subject. What I found particularly appealing was the delivery format—it's online and self-paced, which allows you to progress through modules on your own schedule, making it exceedingly convenient for anyone with a busy lifestyle. This flexibility meant I could dedicate time to learn at my own pace without the pressure of deadlines. For anyone looking to enhance their understanding of retirement planning with ease, this course is a perfect choice. I highly recommend it for its practical approach and comprehensive content.

OnDemand Retirement Planning Course

Terry Wright

I recently completed the Estate Planning module and have now progressed to Financial Planning. To be honest, I have no critiques to offer—only praise. The course is excellently structured; it flows smoothly, and the technology behind it is seamless, which greatly enhances the learning experience. It's clear that a lot of professional effort went into producing these modules. The instructor is particularly impressive, delivering complex material in an understandable way, which has helped me score 100% on every quiz so far. This course has not only met but exceeded my expectations, offering both depth and clarity in its content. For anyone serious about mastering these critical financial areas, this course is a standout choice.

OnDemand Retirement Planning Course

Linda Kerry

I just had the pleasure of completing the OnDemand retirement planning course and found it exceptionally user-friendly. The platform is intuitively designed, making it easy to navigate through the modules and lessons. The information provided is clear and well-explained, ensuring that each topic is accessible and understandable, even for those new to the concepts discussed. One of the most valuable aspects for me was gaining a deeper understanding of when to take my CPP—a decision that can significantly impact one’s financial stability in retirement. This course has equipped me with knowledge and strategies that I wish I had learned years earlier, as it would have influenced my financial planning decisions substantially. I wholeheartedly recommend this course to all my colleagues; it's a resource that’s beneficial well before retirement approaches. For an online course, it maintains engagement and provides practical, actionable guidance. Thank you, Businessin10, for offering such a comprehensive tool.