Retirement Planning
Course Information
With the increase in life expectancy for both men and women retirement planning has become increasingly important in preparing individuals overall financial plans. The Retirement Planning course will provide learners with the basic tools and skills needed to prepare retirement plans for their prospective clients. Learners will 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 and incorporate these into retirement savings plans and post-retirement income plans. This unit also incorporates Education Planning, Home Buyers Plan and Tax-Free Savings, as they relate to retirement and savings.
Intake S24 SEM
Start Date May 14 / 2024
End Date Aug 20 / 2024
Prerequisite(s):
N/A
Computer Software Requirements:
The course uses PowerPoint, Word documents, Financial Calculator is Required Access to a computer or a laptop with high-speed internet access is recommended. Each student is required to purchase additional course text/materials from CIFP (approx $135.00) includes access to website tests, materials, tools, and a calculator. Financial Calculator is Required.
Chats:
optional
Group Work:
n/a
Registering college code:
CG-OLRN1134
Host college code:
CL-CEFN801
How to register
Registration is completed online via the Student Portal. When registering for a course, it is not necessary to include the 2-digit college code prefix (e.g. OLRN1715, not CG-OLRN1715). For more information, visit https://continuing-education.conestogac.on.ca/ontario-learn.
Contact
Conestoga College
Email : OntarioLearn@conestogac.on.ca
299 Doon Valley DriveKitchener, ON
N2G 4M4
Phone : xxx
Fax :