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Annuities for Financial Advisors - 2014 Edition


  • Life Agents (provincial requirements): Eligible for 3.5 hours in BC, SK, MB, AB, ON. Eligible for 3.0 hours in Life category in AB (AIC #40518 if completed by October 1, 2019)
  • CFP® certificants: This course qualifies for 3.5 FPSC-approved CE credits in the Financial Planning category.

FORMAT: Course Notes in PDF format (print them or read them online). You must pass an online Course Quiz to obtain CE credits. Best viewed on PC/MAC full screen. May not be compatible with all mobile devices (smartphones, tablets).


As ever greater numbers of Canadians are approaching or entering retirement, the interest in retirement income planning has been steadily increasing. Annuities form the basis of many retirement income products, but they are often misunderstood. It doesn't help that financial services companies offer a plethora of different annuity choices, often with unique names and hard-to-compare features.

This Course will give you a detailed understanding of the various types of annuities, how annuity income is taxed, and how various factors affect annuity payments, including interest rates, age, gender, and more. You will also learn about common annuity strategies, and gain practice in identifying a suitable annuity for a given client situation.

PUBLISHED: December 2014

AUTHOR: Roxanne Eszes, CFP®

NOTE: You have one year from time of purchase to complete this course.

FPSC and FPSC CE Credit logo are registered trademarks of the Financial Planning Standards Council

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