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Annuities for Financial Advisors (2023 Edition)


  • CFP® and QAFP® certificants: 3.5 CE credits in the Financial Planning category
  • MFDA: 3.5 PD credits
  • Life Agents (provincial requirements): Eligible for 3.5 hours in SK, ON, AB, MB
  • CLUs: Not Institute accredited, but will likely qualify for 3.5 Institute-approved Professional Development credits. See What's the difference?
  • CPAs: 3.5 verifiable CPD hours

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. Interest in annuities has increased over the past year as interest rates (and thus annuity payment rates) have increased from previous years.

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

PUBLISHED: October 2023

NOTE: You have six months from time of purchase to complete this course.

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