Provincial Life Credits: 5 credits in (BC, AB, SK, MB, ON)
Provincial A&S Credits: 5 credits in (BC, SK, MB, ON)
CFP® Certificant: 5 credits (Financial Planning)
Increase your understanding of retirement issues, plans, and planning to better serve the 1,000 Canadians a day who are retiring now — and for the next 20 years.
This course is an easy to read selection of terms and concepts that are relevant to retirement. The terms will help you guide client retirement decision-making, provide essential facts that will help develop plans, and give you insight and information. You will learn the real needs of retirees and how you can serve those needs.