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Annuities for Financial Advisors (2021 Edition)


  • CFP® and QAFP® certificants: This course qualifies for 3.5 CE credits as approved by FP Canada in the Financial Planning category.
  • Life Agents (provincial requirements): Eligible for 3.5 hours in SK, ON, AB (AIC# 60196, life), MB (ICM#383780, life)
  • CPAs: 3.5 verifiable CPD hours
  • IIROC: 3.5 PD credits, Cycle 9 (2022-2023)
  • CLUs: Not Institute accredited, but will likely qualify for 3.5 Institute-approved Professional Development credits. See What's the difference?

FORMAT: Course Notes in PDF format (print them or read them online). You must pass an online Course Quiz to obtain CE credits. 


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: October 2021

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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