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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

    A Six Point Plan for Financial Freedom 2026

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

    CA$141-17%CA$170
    4 CPD hours
    David Trahair
    4.8
    (16)
    Published at Aug 27, 2026
    Updated at Aug 26, 2026
  • 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$111-55%CA$244
    3 CPD hours
    David Trahair
    4.9
    (117)
    Published at Feb 11, 2026
    Updated at Feb 11, 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$111-55%CA$244
    3 CPD hours
    Age-Friendly Business®
    4.9
    (23)
    Published at Sep 26, 2025
    Updated at Sep 25, 2025
  • 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$111-55%CA$244
    4 CPD hours
    David Trahair
    5.0
    (852)
    Published at Sep 22, 2025
    Updated at Sep 22, 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
    Accounting & Tax: Tax Planning & Compliance

    Lifecycle Financial Planning: Retirement Planning—IRAs

    From SECURE 2.0 updates to RMD strategies, learn how to optimize your clients' retirement accounts.

    US$63-26%US$85
    1 CPD hour
    David Peters
    Published at Apr 20, 2026
    Updated at Apr 20, 2026
  • Video Course
    workspace_premiumBest Instructor
    Tax: NASBA - Taxes *

    2026 Solo 401(k) Basics

    Discover the essentials of setting up, maintaining, and optimizing a Solo 401(k),

    US$68-32%US$100
    1.5 CPD hours
    Rob Stephens
    Published at Apr 5, 2026
    Updated at Mar 17, 2026
  • 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$71-54%CA$156
    1 CPD hour
    PNC Learning
    4.7
    (53)
    Published at Nov 20, 2025
    Updated at Nov 20, 2025
  • Video Course
    Finance: Retirement Planning

    Private Markets Are Coming For Your 401(k)

    Go beyond the headlines to master the structural realities, risks, and diversification benefits of integrating private markets into retirement plans.

    CA$56-55%CA$124
    2 CPD hours
    CAIA Association
    Published at Mar 5, 2026
    Updated at Mar 5, 2026
  • 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$111-55%CA$244
    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$85-55%CA$187
    1.5 CPD hours
    Sophie Wang
    4.5
    (19)
    Published at Oct 22, 2025
    Updated at Oct 23, 2025