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What is the course syllabus?

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Lesson 1: Getting to Know Your Client

Topics covered in this chapter are:

  • Information Required by Regulation and Law
  • Gathering Information Beyond the Regulatory and Legal Minimum

Lesson 2: Defining Retirement

Topics covered in this chapter are:

  • Defining what retirement means to you
  • The Changing Nature of Retirement
  • The Retirement Independence Calculation
  • Trends in Retirement Planning

Lesson 3: Pension Plans and Taxes

Topics covered in this chapter are:

  • Retiring from a Business
  • Leaving a Company Pension Plan
  • Tax Planning Strategies Available in Retirement
  • RRSP Transfers and Rollovers
  • Death of an Annuitant
  • RRSP Rules for Non-Residents

Lesson 4: Reviewing Wills and Powers of Attorney

Topics covered in this chapter are:

  • Passing on the Estate
  • Passing on the Estate Particular Aspects in Quebec
  • Other Factors to Consider when Making A Will
  • Revocation of A Will
  • Assets Covered by A will and Assets that do not Flow
  • Through the Estate
  • Life Events that Affect A Will
  • Powers of Attorney and Living Wills (Advance Health Care Directives)
  • Power of Attorney
  • Living Wills and Advance Health Care Directives