Unit 5 - Retirement & Estate Planning Tools (Textbook & Learning Activities)
Unit 5 focuses on teaching students the concepts that provide additional Tools they need for effective financial planning.
Additional Course Information
Unit 5 focuses on teaching students the concepts that provide additional Tools they need for effective financial planning.
Syllabus
- Pensions
- RRSP, RESP, RDSP, TFSA
- Retirement Planning and Annuities
- Intro to Estate Planning
- Wills and Will Challenges
- Powers of Attorney and Capacity
- The Estate and the Executor
- Education Planning
- Disability Planning
- Household and Family Financial Planning
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