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Advance your Professional Skills in Retirement Planning

These Retirement Planning courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Professional Retirement Planning Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
  • Video Course
    workspace_premiumBest Instructor
    Finance: Retirement Planning

    How to Retire in 10 Years or Less 2025

    This course provides a step-by-step plan to build significant retirement savings in 10 years or less.

    CA$155-55%CA$341
    4 CPD hours
    David Trahair
    5.0
    (852)
    Published at Sep 22, 2025
    Updated at Sep 22, 2025
  • Video Course
    workspace_premiumBest Instructor
    Finance: Retirement Planning

    How to Maximize Your CPP and OAS Pensions 2026

    Discover essential strategies to optimize your claim timing and maximize your guaranteed monthly income for a financially secure retirement.

    CA$155-55%CA$341
    3 CPD hours
    David Trahair
    4.9
    (117)
    Published at Feb 11, 2026
    Updated at Feb 11, 2026
  • Video Course
    workspace_premiumBest Instructor
    Finance: Retirement Planning

    A Six Point Plan for Financial Freedom 2026

    Retire well without relying on stock market volatility or expensive investment advisors.

    CA$198-17%CA$238
    4 CPD hours
    David Trahair
    4.8
    (15)
    Published at Aug 27, 2026
    Updated at Aug 26, 2026
  • Video Course
    Finance: Retirement Planning

    Aging and the Law: Hidden Topics and Ethical Challenges

    Navigate the complex legal landscape of aging, from hidden financial and privacy issues to ethical considerations in caregiving and professional responsibility, ensuring compliant practice.

    CA$155-55%CA$341
    3 CPD hours
    Age-Friendly Business®
    4.9
    (23)
    Published at Sep 26, 2025
    Updated at Sep 25, 2025
  • LearnFormula Business

    Upgrade to Team License

    Try LearnFormula Business and buy packages or courses at a discounted group (multi-license) rate.

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    LearnFormula Business
  • Video Course
    Finance: Retirement Planning

    Government Benefits for Retirement Planning

    Unlock your future by mastering Canada's government benefits for retirement. Strategize your finances to maximize your wealth and secure a comfortable retirement.

    CA$99-55%CA$218
    1 CPD hour
    PNC Learning
    4.7
    (53)
    Published at Nov 20, 2025
    Updated at Nov 20, 2025
  • Video Course
    Finance: Retirement Planning

    Aging and the Law: Families and Contracts

    Navigate the critical legal landscape of aging, from managing complex family relationships and inheritance to understanding contracts and financial arrangements.

    CA$155-55%CA$341
    3 CPD hours
    Age-Friendly Business®
    Published at Sep 26, 2025
    Updated at Sep 25, 2025
  • Video Course
    Finance: Retirement Planning

    CPP Contributions & Enhancements: What You Need to Know

    Navigate the evolving landscape of CPP contributions and enhancements. Unlock strategies to maximize your future benefits and confidently plan for retirement, disability, or survivorship.

    CA$119-55%CA$262
    1.5 CPD hours
    Sophie Wang
    4.5
    (19)
    Published at Oct 22, 2025
    Updated at Oct 23, 2025
  • Video Course
    Finance: Retirement Planning

    Aging and the Law: Substitute Decisions, Consent & Capacity

    Empower yourself with crucial legal knowledge for aging clients. Master substitute decision-making, consent, and capacity to confidently navigate legal risks and safeguard your clients .

    CA$129-55%CA$284
    2.5 CPD hours
    Age-Friendly Business®
    4.3
    (4)
    Published at Sep 26, 2025
    Updated at Sep 24, 2025
  • Video Course
    Finance: Retirement Planning

    Otar's Retirement Income Planning (Canadian)

    In this course, you will learn how to plan for retirement based on market history since 1900. Retirement issues such as the luck factor and lifelong income security are covered.

    CA$129-55%CA$284
    2 CPD hours
    Cemil (Jim) OTAR
    4.6
    (99)
    Published at Dec 1, 2024
  • Video Course
    Finance: Retirement Planning

    Unlocking Barriers & Opportunities in Canadian Pension Funds

    Navigating the Complexities of Canadian Pension Fund Investments: Domestic vs. Global Strategies

    CA$129-55%CA$284
    2 CPD hours
    ProInsurance Academy
    4.4
    (33)
    Published at Dec 16, 2024