Retirement Planning

Course Code: FIN 3521

Academic Year: 2018-2019

This course is based on the Canadian Institute of Financial Planning's Retirement Planning course, part of the CFP Program. The course provides a detailed look at how clients plan for retirement, how they use their financial assets during retirement, and how they make financial decisions related to retirement. The retirement planning process, the various private and government pension arrangements, investment products for retirement, income tax implications and tax planning strategies are covered. Students also examine the characteristics of registered retirement savings plans and how they are used in accumulating funds for retirement. Retirement and investment planning decisions are examined through case studies.