CE Courses

Retirement Planning Strategies


With the economy in questionable shape, more people are expressing deep concern about what kind of income they will have in retirement or whether they will be able to retire at all. 

This course is ideal for the advisor who seeks an overview of sources of retirement and the techniques of retirement planning to help meet the needs of this growing group of clients. It reviews the basics of retirement planning, the government’s income-security programs, private pension plans, RRSPs and their maturity options, retirement investments, retirement tax-planning and deferral, estate planning, and the uses of insurance in retirement.

Whether you are already dealing with the retirement needs of a number of clients or anticipate more demands in this area in the future, Retirement Planning Strategies provides a concise review of the necessary financial considerations.

Format: Online

No. of Pages: 130 page

AB CE Credits: 9 hours Life

SK CE Credits: 15 hours

MB CE Credits: 15 hours ***

ON CE Credits: 15 hours

CFP®: 15

*** 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.