CE Courses

Retirement Planning 1


The advice in this course provides the fundamentals of retirement planning. 

Every client wants to retire well. This is a valuable retirement-planning starting point to cover all the bases, such as sources of retirement income, tax strategies in retirement, and transfers of registered plans.

More advanced financial planning concepts are covered in the second part of the Retirement Planning course, Retirement Planning 2.

Format: Online

No. of Pages: 50 pages

BC CE Credits: 5 hours

AB CE Credits: 4 hours Life, 1 hour A&S

SK CE Credits: 5 hours

MB CE Credits: 5 hours ***

ON CE Credits: 5 hours

CFP®: 5

*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50. Please refer to https://www.icm.mb.ca/files/Renewal_2018/Renewal_2018/FAQs_for_website_for_renewal_-_updated_March_2018.pdf for more information.