Continuing Education → Professional Development

Pensions and Tax Deferral Plans (LCI0107)

1.0 IIROC: Professional Development
1.0 Financial Services Regulatory Authority of Ontario: Life
1.0 Insurance Council of British Columbia: Life
1.0 Insurance Council of Manitoba: 1.0 Life (36286)
1.0 Insurance Councils of Saskatchewan: Life

From government pensions and benefits to employer-sponsored pension plans and tax deferral accounts, this course covers the essentials of Canada's grandest sources of income and tax-friendly savings plans.

Important to note:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.

CE Credits: 1.0 CE Credit Type: Professional Development

  • 1. Course Introduction
  • Course Introduction
  • 2. Canada and Quebec Pension Plans
  • Canada and Quebec Pension Plans
  • Contributing into CPP or QPP
  • Starting CPP QPP
  • Additional CPP QPP Benefits
  • 3. Old Age Security (OAS)
  • Old Age Security (OAS)
  • OAS Clawback
  • Other OAS Benefits
  • 4. Employer-Sponsored Pension Plans
  • Employer Sponsored Pension Plans
  • Defined Benefit Plans (DBP)
  • Individual Pension Plans (IPP)
  • Defined Contribution Plans (DCP)
  • Deferred Profit Sharing Plans (DPSP)
  • 5. Understanding Pension Adjustments
  • Pension Adjustments (PA)
  • Past Service Pension Adjustments (PSPA) and Reversals (PAR)
  • 6. Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Savings Plans (RRSP)
  • RRSP Contributions
  • RRSP Contributions In-kind
  • Spousal RRSPs
  • RRSP Withdrawals and Termination
  • Home Buyer's Plan (HBP)
  • Lifelong Learning Plan (LLP)
  • RRSP Conclusion
  • 7. Registered retirement income funds (rrif)
  • Registered Retirement Income Funds (RRIF)
  • RRIF Withdrawals
  • 8. Locked-In Retirement Accounts (LIRA)
  • Locked-In Retirement Account (LIRA)
  • 9. Tax-Free Savings Accounts (TFSA)
  • Tax-Free Savings Accounts (TFSA)
  • 10. Registered education savings plans (resp)
  • Registered Education Savings Plan (RESP)
  • Canada Education Savings Grants (CESG)
  • Additional CESGs and the Canada Learning Bond (CLB)
  • If a Child Does Not Attend School
  • RESP Concluding Points
  • 11. Registered Disability Savings Plans (RDSP)
  • Registered Disability Savings Plans (RDSP)
  • Final Test
  • Pensions and Tax Deferral Plans Final Test
Completion rules
  • You must complete the test "Pensions and Tax Deferral Plans Final Test"
  • Leads to a certificate with a duration: Forever