Are your clients losing out on a significant level of secure retirement income?
Improving CPP Planning for Canadians: Timing is Everything
A continuous professional development course
This course gives you practical guidance on helping your clients establish the most favourable time for them to apply for their retirement Canada Pension Plan (CPP) benefits. It provides new insights and strategies to help your clients optimize their retirement income and achieve the ultimate goal of long-term financial security.
This course will enable you to:
- Identify core elements of the Canadian Pension Plan
Key factors that impact CPP decisions in the current environment
- Understand the role of longevity in CPP timing decisions
Approaches to using longevity data and assumptions to consider while making CPP decisions
- Evaluate CPP deferral opportunities
Evidence-based approaches to assess when to take CPP benefits
- Improve client outcomes
Strategies and techniques to address common human biases and tendencies
1. Evidence-based learning
2. Practical and actionable content
3. Behavioural insights and real-life examples
How to Register
To register for a continuous professional development course, log in to the FP Canada Portal and complete the FP Canada Institute Continuing Education Application available on the "My Applications" page.
For assistance with your continuous professional development registration or for questions about the course please contact our FP Canada certificant and student services team at email@example.com, 416-593-8587 or 1-800-305-9886.