Core Curriculum, CFP, and Finance & Insurance

Unit 5 - Retirement & Estate Planning Tools (Self-Study)

Course by: Business Career College

SKU: CFP-4101-5

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