Description
As your customers approach retirement, they're wondering how to make the most of the resources they've saved during their careers. But disbursement is complex. Do you want to minimize taxes or ensure portfolio longevity? After an overview of savings plans and their attributes, this course aims to broaden your perspective on the notion of disbursement at retirement and develop a critical eye for turnkey solutions.
This training activity, offered in French and English, consists of one hour of preparatory work and four hours of asynchronous modules, including a summary questionnaire. To register for the course in French, click here.
Activity recognition
- CSF: 5 PDUs in mutual funds for participants who have a license in this discipline or 5 PDUs in general subjects
- FP Canada : 5 Financial Planning CE
- CIRO - MFD CE : 5 Professional Development
- CIRO - IIROC : 5 Professional Development
 | Objectives |
At the end of this course, you will be able to:
- Explain the concept of disbursement to your customers and its potential impact on retirement.
- Use different analysis parameters to compare the optimization of different scenarios.
- Compare different retirement projection scenarios and objectively explain the scope and limitations of the optimization methods used.
- Indicate the importance of understanding your software's calculation method and its impact on the optimization of a retirement projection.
- Understand the importance of taxation in your clients' overall objectives.
 | Key competencies |
By taking this course, you will acquire key competencies in these areas of financial planning:
- Legal aspects
- Taxation
- Retirement
This course also helps develop the transversal comptency of global vision, since it involves analyzing complex situations and identifying optimizations and interrelationships between different areas of expertise, objectives and customer needs, thus offering integrated, customized solutions. Finally, it helps develop the technical transversal competencies of analytical thinking and numerical thinking.
 | Who should attend |
This course is aimed at professionals who want to enhance their toolbox for disbursing funds to salaried customers and consider new solutions using their technological tools.
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