CE Courses

Retirement Income Planning


This course is designed to provide the agent/advisor with knowledge of the retirement-income-planning process.

Retirement Income Planning focuses on the sources of retirement income, investing for retirement income, the role life insurance plays in retirement-income planning, and taxation issues related to retirement-income planning.

Format: Online

No. of Pages: 200 pages

IIROC: 20.0 Professional Development hours

BC CE Credits: 15 hours

AB CE Credits: 12 hours Life, 1 hours A&S

SK CE Credits: 20 hours

MB CE Credits: 20 hours ***

ON CE Credits: 20 hours

CFP®: 20


*** 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.