Unit 5 - Retirement & Estate Planning Tools (Textbook & Learning Activities)
Description
Unit 5 focuses on teaching students the concepts that provide additional Tools they need for effective financial planning.
Course Outline
- Pensions
- RRSP, RESP, RDSP, TFSA
- Retirement Planning and Annuities
- Intro to Estate Planning
- Wills and Will Challenges
- Powers of Attorney and Capacity
- The Estate and the Executor
- Education Planning
- Disability Planning
- Household and Family Financial Planning
Course Details
Language:
English
Certification:
Yes
Mobile Friendly:
Yes
Digital Badge:
Yes
Also available in
Courses for the CFP Core Curriculum & Advanced Curriculum
$1,600.00 CAD
