FNCE 3201 – Retirement Planning

(3 credits) 3 hours lecture

This course provides a detailed look at how individuals plan for, and make financial decisions related to retirement. It is designed to prepare the financial planner to provide guidance to clients on the retirement planning process, the various private and government pension plans, investment products for retirement, income tax implications, and the numerous strategies available to them. The taxation of retirement income will be examined, along with the tax planning opportunities that are available. Students have the opportunity to write the Retirement Planning exam of the Canadian Institute of Financial Planning, one of four that lead towards the Certified Financial Planner (CFP) designation.

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