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. Home Buyers' Plan (HBP) and Lifelong Learning Plan (LLP)

    6. First Home Savings Account (FHSA)

    7. Quiz: Individual Registered Savings Plans – 4 Questions

    8. 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
  • 53 lessons

Retirement planning is one of the most important cornerstones of Canadians' financial health.

We invite you to participate in a free, online course where you can learn the basics of retirement planning and how to support your financial health and wellbeing, at any age.

  • Self-paced learning on basic retirement savings concepts in simple language
  • Six bite-sized modules - each taking about 20-30 minutes to complete
  • Suitable for any age (in particular, those in the workforce starting to think about retirement savings)
  • No prior knowledge or qualifications are required

Get started today!