Retirement Savings Course

    1. Who is ACPM? Why offer a course on retirement savings?

    2. Who should do this course?

    3. What is retirement?

    4. Retirement Planning is for all

    5. Course Path

    1. The importance of savings

    2. Financial Plans

    3. What should I do with my savings?

    4. What is a financial advisor and how do I find one?

    5. Protect against fraud and financial abuse

    6. Quiz: The Importance of Savings - 4 questions

    7. Module 1: Resources and Recap

    1. Individual Registered Savings Plans

    2. How much should I save?

    3. TFSA

    4. RRSP

    5. HBP, FHSA and LLP

    6. Quiz: Individual Registered Savings Plans – 4 Questions

    7. Module 2: Resources and Recap

    1. Government Retirement Income

    2. What is the Old Age Security pension or OAS?

    3. What is the Canada Pension Plan or CPP?

    4. What is the Québec Pension Plan or QPP?

    5. What is the Guaranteed Income Supplement or GIS?

    6. Thinking about CPP / QPP at any age

    7. Quiz : Government Retirement Income - 4 questions

    8. Module 3: Resources and Recap

    1. Workplace Retirement Savings Plans

    2. Defined Benefit plans

    3. Defined Contribution plans

    4. Locked-in Benefits

    5. Quiz : Workplace Retirement Savings Plans

    6. Module 4: Resources and Recap

    1. Transition considerations

    2. Estate Planning Documents

    3. Estate Preparation

    4. Quiz : Transition to Retirement

    5. Module 5: Resources and Recap

About this course

  • Free
  • 52 lessons