Pre-Retirement Planning

CSI
Montreal, Toronto, Canada

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' One question you may often hear as a financial professional is: "When I retire, will I have enough money to live the lifestyle I would like?" Of course, retirement means different things to different people. Some clients dream of a lifestyle of leisure while others hope to pare-back and devote their time to volunteer work. This course provides a thorough look at sources of retirement income, including personal savings, government plans and company pension plans. You’ll go through a retirement needs analysis and learn the steps to prepare for retirement.
...''

Phone:416-364-9130 or 1-866-866-2601

School Address:

Toronto:
200 Wellington Street West, 15th Floor, Toronto, ON M5V 3C7

Montreal:
1155 University St., Suite 600, Montreal, PQ H3B 3A7

Jobs & Resumes: Montreal, Toronto
Houses & Roommates: Montreal, Toronto

Corporate Governance
Covered Call Writing
Estate Planning
Equity Monetization
Exchange-Traded Funds
Fixed-Income Investing
Hedge Fund Essentials for Financial Professional
How Mutual Funds and Hedge Funds Use Derivatives
Individual Pension Plans
Portfolio Theory, Asset Allocation and Performance Measurement
Retirement Planning
Financial Markets Risk Management

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