CE Courses

Pension Benefits Statements


Those who counsel clients about their retirement income know that misunderstanding about pensions is widespread. Employees often misinterpret their pension options and simply do not know the right questions to ask to clarify where they stand.

This course describes retirement plans in depth, covering government pensions, defined-benefit plans, defined-contribution plans, and registered pension plans. Sample statements with explanations are provided. You will be able to better estimate retirement income for a client and answer many client questions.

Format: Online

No. of Pages: 30 pages

BC CE Credits: 5 hours

AB CE Credits: 3 hours Life

SK CE Credits: 5 hours

MB CE Credits: 5 hours

ON CE Credits: 5 hours

CFP®: 5

Latest tweets

Latest facebook posts