• Retirement Planning FIN 9030

    Financial planners must possess both technical knowledge and sound judgment when counselling clients on retirement-related financial decisions. Our Retirement Planning course provides you with a comprehensive knowledge of the retirement planning process, individual sources of retirement income (including government- and employer-sponsored pension plans) and the financial considerations an individual must make both before and after retirement. Learn about individual retirement savings vehicles, including registered retirement savings plans (RRSP), registered retirement income funds (RRIF) and such pension-related plans as life income funds (LIF), locked-in retirement income funds (LRIF) and locked-in retirement accounts (LIRA). Explore the unique tax issues that arise at retirement and the strategies that ensure tax efficiency.

    Contact Information

    Some courses require you to purchase a textbook. The cost of the textbook is not included in the course fee unless otherwise indicated. If there is a textbook assigned for this course, it will be listed on the bookstore website.