OntarioLearn Course Details Start at 05/14/2024
To register for an OntarioLearn course visit the Continuing Education website.
Course Details
| Course Title |
Retirement Planning |
| Conestoga Course Code |
OLRN1134 |
| Host College |
Centennial College |
| OntarioLearn Course Code |
CL-CEFN801 |
| Start Date |
05/14/2024 |
| End Date |
08/20/2024 |
| Course Fee |
$409.50 |
| Hours |
42 |
| Pre-requisites |
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| Course Description |
The average life expectancy of Canadians has increased over the decades. As such estate planning and risk management are also moving to the forefront of overall financial planning. The Retirement Planning course will provide learners with the basic tools and skills needed to prepare retirement plans for their prospective clients. Learners will review various sources of income at retirement including; Government Sponsored Retirement Income Programs, Employer Sponsored Pension Plans, Deferred Profit Sharing Plans and Personal Savings Plans and incorporate these into retirement savings plans and post-retirement income plans. This unit also incorporates Education Planning, Home Buyers? Plan and Tax-Free Savings, as they relate to retirement and savings. |
| Midterm Exam Format |
No exam requirement |
| Final Exam Format |
Online-Proctored |
| Final Exam Group |
05/14/2024 |
| Other Evaluation Details |
Tests 30%, Final Exam 70% |
| Minimum Passing Mark |
55 |
| Mandatory Chats |
optional |
| Mandatory Group Work |
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| Other Details |
A financial calculator is required. |
| Platform |
d2l/brightspace |
| Computer Software Requirements |
The course uses PowerPoint, Word documents, Financial Calculator is RequiredAccess to a computer or a laptop with high-speed internet access is recommended.Each student is required to purchase additional course text/materials from CIFP (approx $135.00) includes access to website tests, materials |
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| Textbook Information |
Purchase textbook from CIFP http://www.cifp.ca/Desktop/English/General/Home.asp. No substitutions unless otherwise stated. |
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