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Annuities for Financial Advisors (2019 Edition)

CE CREDITS:

  • Life Agents (provincial requirements): Eligible for 3.5 hours in BC, SK, MB (only if you have not taken a previous edition of this course), ON. In AB, eligible for 3.5 hours in Life category (AIC# 52836) if completed by September 12, 2022. 
  • CFP® certificants: This course qualifies for 3.5 CE credits as approved by FP Canada 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. 

COURSE DESCRIPTION:

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, including the newly proposed advanced life deferred annuity (ALDA), and gain practice in identifying a suitable annuity for a given client situation.

PUBLISHED: September 2019

AUTHOR: Roxanne Eszes, CFP®

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

FP Canada and FP Canada CE Credit logo are registered trademarks of FP Canada

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