Course Modules
Module 1: Introduction to Retirement Plans
Module 2: Investments 101
Module 3: Government programs and Individual Approaches to Retirement Saving
Module 4: Group Retirement and Savings Plans
Module 5: Registered Pension Plans
Module 6: Defined Contribution Pension Plans and Defined Benefit Pension Plans
Module 7: Plan Types: Group Deferred Profit Sharing Plans
Module 8: Group Registered Retirement Savings Plans (RRSPs)
Module 9: Non-registered Savings Plans
Module 10: Distribution Options by Plan Type
Module 11: Implications of Capital Accumulation Plan (CAP) Guidelines for CAP Stakeholders
Module 12: Life Cycle of a Capital Accumulation Plan – Plan Sponsor Perspective
Module 13: Life Cycle of a Capital Accumulation Plan – Plan Sponsor Perspective (Continued)
Module 14: Life Cycle of a Capital Accumulation Plan Account – Prospecting
Module 15: Life Cycle of a CAP Account – Quoting/Proposing and Selling
Module 16: Life Cycle of a Capital Accumulation Plan Account – Implementing, Servicing and Terminating
Module 17: Ethical Decision Making in Group Retirement Plans