416 289 5000
1-800-268-4419 (in Ontario)

P.O. Box 631 Station A
Toronto, ON, M1K 5E9

Retirement Planning

Course Code CEFN-801
Course Name Retirement Planning
Category Business
Description The Retirement Planning course was created as a response to the increase in male and female life expectancy, which has resulted in retirement planning becoming ever more more important in preparing individuals' overall financial plans. This course will ensure that you have obtained the tools and skills needed to prepare retirement plans for your prospective clients.

You will examine and learn to review various sources of income at retirement including Government Sponsored Retirement Income Programs, Employer Sponsored Pension Plans, Deferred Profit Sharing Plans and Personal Savings Plans. You will also come to understand how to incorporate these into retirement savings plans and post-retirement income plans. This Program is offered in partnership with CIFP Canadian Institute of Financial Planners.

Contact Telephone 416-289-5207
Contact E-mail
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Section Cost Semester Start Date End Date Meeting Times Campus
415 $425.00 Fall 2022 2022-09-13 2022-12-20
Times Days
No times defined -
425 $425.00 Winter 2023 2023-01-10 2023-04-18
Times Days
No times defined -
435 $425.00 Summer 2023 2023-05-09 2023-08-15
Times Days
No times defined -
Legend for Days
M - Monday T - Tuesday W - Wednesday R - Thursday F - Friday S - Saturday U - Sunday
TBA - To Be Announced