Retirement Planning by Life Stage

Provincial Life Credits: 3 credits in (BC, AB, SK, MB, ON)
CFP® Certificant: 3 credits (Financial Planning)

This three-credit course suggests three life stages by which you can classify your clients while planning their finances with the goal of retirement in mind:

  1. The Thinking Stage when retirement is an abstract concept and, though there are many competing financial considerations, some important groundwork can be laid;
  2. The Anticipating Stage when retirement is real and looming in the not-so-distant future;
  3. The Experiencing Stage when retirement has arrived.

 

Each stage has considerations around asset creation and protection, life insurance needs, and pension planning.

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Price: $39.95