Description - The Building Blocks of Canadian Retirement Planning

How to order: Click on the Add to Cart button on the Course Catalogue page. If you have a coupon code, put it in the coupon code box and the discount will be applied to your order. (Remember to register on CLIFE first!) After you pay for your order with your credit card, you will receive an email with a link to download the Course. You can then use the link provided to read the Course on your computer or print it off.

Test: You will be sent a link to the test in the same email that has your course link. You must login with the username and password you created in your registration to do the test; no login is required for the course.

Certificate: Download your Certificate after successfully completing the test.


Course Description

Here’s a new approach to learning about retirement: 75 terms --- each defined, many supplemented with links for extra information, and most including a specific description of the relevance of the term to the subject of retirement.

Some terms may be familiar and will be important to read for review purposes and to keep knowledge up to date, such as the new option for deferral of OAS. Other terms will be less common, such as viatical settlements, grey divorce, or individual pension plans. All are important for an overview of retirement that builds your understanding.

Your business growth is dependent on serving the needs of Boomers and retirees. Make sure the business doesn’t leave you behind: Building Blocks will help develop the subject knowledge you need – easily, quickly, and with an element of common sense that sets this course apart in its field.

  • 67 pages
  • 15-question test
  • revised June 2013


Online version of course: $64.95

Print version of course: $94.90 (Course cost + $15 for printed course, test , Certificate, and $14.95 shipping and handling)

Provincial Life Credits: 5 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 5 credits in BC,, SK, MB, ON
CFP® Professionals: 5 credits (Financial Planning)

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