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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 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$110-55%CA$242
    3 CPD hours
    David Trahair
    4.9
    (127)
    Published at Feb 11, 2026
    Updated at Feb 11, 2026
  • Video Course
    workspace_premiumBest Instructor
    Finance: Retirement Planning

    How to Retire in 10 Years or Less 2026

    A practical, data-driven plan to secure your financial future even if you are starting late.

    CA$110-55%CA$242
    4 CPD hours
    David Trahair
    5.0
    (2)
    Published at Oct 29, 2026
    Updated at Oct 22, 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$110-55%CA$242
    3 CPD hours
    Age-Friendly Business®
    4.8
    (25)
    Published at Sep 26, 2025
    Updated at Sep 25, 2025
  • 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$140-17%CA$169
    4 CPD hours
    David Trahair
    4.9
    (23)
    Published at Aug 27, 2026
    Updated at Aug 26, 2026
  • LearnFormula Business

    Upgrade to Team License

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

    • A subscription-based online learning platform with access to our full course library
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    LearnFormula Business
  • Video Course
    Finance: Retirement Planning

    Estate Planning with Qualified Retirement Plans

    -

    US$99-55%US$218
    1 CPD hour
    Drew Stevens
    5.0
    (1)
    Published at Jul 6, 2022
  • Video Course
    Finance: Retirement Planning

    Retirement Readiness Simplified

    Step by Step Course to Prepare You for Retirement.

    CA$70-55%CA$154
    1 CPD hour
    Anna Knight, CFP
    4.5
    (357)
    Published at Dec 9, 2020
    Updated at Nov 19, 2021
  • 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$110-55%CA$242
    4 CPD hours
    David Trahair
    5.0
    (858)
    Published at Sep 22, 2025
    Updated at Sep 22, 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$91-55%CA$201
    2 CPD hours
    Cemil (Jim) OTAR
    4.6
    (103)
    Published at Dec 1, 2024
  • Video Course
    Finance: Retirement Planning

    Retirement Happiness: Interview with George Jerjian

    Retirement Happiness Episode 1: Interview with George Jerjian, the Retirement Rebel

    US$99-55%US$218
    1 CPD hour
    Ron Surz
    Published at Jun 11, 2022
  • Video Course
    Finance: Retirement Planning

    Severance and Pension Simplified

    Learn how to ensure your and your family’s financial well-being, how to maximize my severance, which pension options to make and more.

    CA$70-55%CA$154
    1 CPD hour
    Anna Knight, CFP
    4.3
    (37)
    Published at May 4, 2021