Learning Partner

Understanding Pension Plans


  • 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): 3.5 hours, Eligible in BC, SK, MB, ON, AB (AIC# 52842, 6 credits in Life category if completed by September 10, 2022)
  • 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. 


Even though fewer than one-third of Canadians have a pension from their place of work, to many of your clients, retirement planning means only one thing: a monthly pension cheque from an employer for the rest of their life. Yet despite the importance placed on an employer-sponsored pension plan, this area of personal finance remains obscure to many people.

This Course strives to cut through the jargon to help you understand the current pension world in Canada. It also addresses the concerns that your clients may have, such as the safety of the money in a pension plan. The Course was written by James Helik, Contributing Editor of the Benefits and Pensions Monitor magazine.

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

    AUTHOR: James Helik

    PUBLISHED: October 2018

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

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