Retirement Planning 101 for Canadians 2 Credits
Learning mode
Planning for
retirement starts with thinking about your retirement goals and how long you
have to meet them. To have a comfortable, secure, and fun retirement, you need
to build the financial cushion that will fund it all. The key part of the same
is to build strong planning to reach there.
Retirement planning includes identifying sources of income, estimating expenses,
implementing a savings program, and managing assets and risk. Future cash flows
are estimated to determine if the retirement income goal will be achieved. Everyone
deserves to have their dream retirement come true. Let's start work on it now.
Retirement
planning is a multi-step process and it evolves over time. Less is not more
when it comes to your retirement fund.Â
Less is only more when you are working on your income tax. So, the way to maximize your retirement
funding is to plan your retirement properly.Â
If you don't plan, you plan to fail.Â
You don't want your dream retirement to be limited by your retirement
budget. Start now. Start learning how to realize your retirement
dream and maximize retirement funding.
In this online CPD course following major topics are covered:
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 2 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| CIPM | 2 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 2 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| CIPM | 2 PL | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse. Â
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.Â
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.Â
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JI
Honestly very useful with great eye opening examples from real life. I never imagined a day where I won't be able to live by myself and take care of my needs, and the instructor gave a crazy example where a loved one pays $9000 a month! I can only imagine what it is in 2023. Let's go people, take care of your future, no one else will ultimately be there to do it for you.
IL
The program was an eye opener to so many retirement savings plans and strategies. I find the course very beneficial.
Feb 24, 09:30 AM ET
Feb 24, 10:00 AM ET
Feb 24, 11:00 AM ET
Feb 24, 12:30 PM ET
Feb 24, 04:00 PM ET
Feb 25, 12:00 PM ET
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
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Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
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