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This course is valid up to February 5th, 2025 for FP Canada Professionals. It is advisable to complete this course before that to get the credit on time.
This CPD course is specific for Canadian Audience only.
Do you often wonder where to start when thinking about slowing down one day? Do you worry you will not have enough to live on when that day comes? Are you confused about the type of pensions out there and how they all fit in? How about investing for retirement?
Join this CPD course by Anna Knight to get all the answers to the above questions. She is an experienced retirement planner who will walk you through the basics of retirement planning.
Following are the major topics covered in this Finance Webinar:
This CPD course can also be used as a self-discovery so you can determine if you are ready for your retirement. It includes easy-to-follow slides and a worksheet to help you determine how this information applies to you and your situation.
Founder, Simplicity Financial
Anna Knight is the Founder, Severance and Pension Specialist and the Certified Financial Planner at Simplicity Financial. She started Simplicity Financial with over 20 years of industry experience and with the goal of empowering Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates, and strives to be the same for the community at large.
To elevate her impact and reach, Anna delivers her money management and wealth building courses to corporations and a number of organizations and online through her carefully curated courses. She also shared her valuable and time tested wealth building strategies in her latest book "The Million Dollar Difference".
In her well established private practice, Anna either offers fee for service financial planning guidance or gets retained by her clients to manage their financial affairs ongoingly.
To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders.
To provide investment management advice, Anna is a Financial Advisor with Keybase Financial, an independent MFDA dealer. If her plans call for alterations or adding new life insurance solutions, Anna works ass an Insurance Broker with Allen Wong & Associates / BridgeForce Financial.
In case her clients need any mortgages, Anna is a full service mortgage broker (M18002128) through Assured Mortgages Division of 1490845 Ontario Ltd. (FC #10259). Through Assured Mortgages, Anna has access to any and all lenders from traditional banks, to credit unions and private lenders.
Prior to setting up her own independent practice, Anna has worked for ICM, another independent MFDA dealer for a number of years, and Royal Bank of Canada, National Bank and Manulife Financial prior to that. She not only has extensive education in her field but also years of hands on experience.
As a wellness and fitness enthusiast, world explorer and dancer and a mom, Anna ensures to keep on creating a work life balance, and encourages her clients to do the same.
Anna has been a contributor to a number of articles in the Globe and Mail and Money Sense Magazine, and contributed to a Retirement by Design book prior to writing The Million Dollar Difference.
Anna’s life commitment is making an impactful and positive difference in the lives of anyone she encounters. Therefore, along with Simplicity
Financial that donates part of their profits to charity every year and offers pro bono courses and work, Anna dedicates her time and other resources to numerous charities such as; Princess Margaret Hospital, The C.C.C.O. that supports orphanage homes for children, Interim Place, a shelter for abused women, just to name a few.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
57 Ratings
Excellent
20
Very Good
26
Average
10
Poor
1
Terrible
0
TL
Dec 30th, 2022
Learned more about investment vehicles to obtain the retirement income needed. I now feel more confident about talking to investment advisors as I have a base knowledge to start from.
CC
Dec 18th, 2022
This was a very interesting course with some very practical exercises to evaluate my own retiremen.t plans
BM
Dec 24th, 2023
great
AT
Dec 11th, 2023
It was great
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