knowledge topics
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04 Registered Retirement Plans
Both CFP professionals and QAFP professionals are expected to possess knowledge of registered retirement savings and income plans so that they may evaluate and recommend tax-efficient wealth accumulation and decumulation strategies that will aid individuals in reaching their retirement goals.
CFP professionals are expected to have further knowledge to facilitate analysis and evaluation of registered retirement plans for owners and key employees of a business, pension commutation and buyback decisions and the options for transfers of capital property from registered retirement plans upon the death of an annuitant or plan member.
Version 2.0.0
QAFP® Professionals
CFP® Professionals
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Foundations of Retirement
QAFP® Professionals
CFP® Professionals
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Registered Retirement Savings Plans (RRSP)
QAFP® Professionals
CFP® Professionals
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RRSP Attributes
Understanding
Understanding
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RRSP Contributions
Evaluation
Evaluation
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RRSP Withdrawals
Evaluation
Evaluation
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Home Buyers’ Plan (HBP)
Evaluation
Evaluation
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Lifelong Learning Plan (LLP)
Evaluation
Evaluation
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RRSP Transfers
Evaluation
Evaluation
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Retiring Allowances
Understanding
Understanding
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RRSP Maturity
Understanding
Understanding
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Death of an RRSP Annuitant
Understanding
Understanding
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Tax-Free Savings Account (TFSA)
QAFP® Professionals
CFP® Professionals
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Foundations of Pension Plans
QAFP® Professionals
CFP® Professionals
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Defined Benefit (DB) Pension Plans
QAFP® Professionals
CFP® Professionals
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Defined Contribution (DC) Pension Plans
QAFP® Professionals
CFP® Professionals
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Pension Buyback and Commutation
CFP® Professionals
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Pooled Registered Pension Plans (PRPP)
QAFP® Professionals
CFP® Professionals
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Deferred Profit Sharing Plans (DPSP)
QAFP® Professionals
CFP® Professionals
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Specified Pension Plan (SPP)
CFP® Professionals
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Locked-In Retirement Savings Vehicles
QAFP® Professionals
CFP® Professionals
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Locked-In Retirement Savings Vehicles Attributes
Understanding
Understanding
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Locked-In Retirement Savings Vehicles Withdrawals
Evaluation
Evaluation
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Locked-In Retirement Savings Vehicles Transfers
Evaluation
Evaluation
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Locked-In Retirement Savings Vehicles Maturity
Understanding
Understanding
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Death of a Locked-In Retirement Savings Vehicle Annuitant
Awareness
Application
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Registered Retirement Income Fund (RRIF)
QAFP® Professionals
CFP® Professionals
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Locked-In Retirement Income Vehicles
QAFP® Professionals
CFP® Professionals
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Annuities
QAFP® Professionals
CFP® Professionals
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Eligible Funeral Arrangements (EFA)
CFP® Professionals
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Options upon the Death of Parties to Registered Retirement Plans
CFP® Professionals
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Options upon the Death of an RRSP Annuitant
Evaluation
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Options upon the Death of a TFSA Holder
Evaluation
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Options upon the Death of a DB Pension Plan Member
Evaluation
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Options upon the Death of a DC Pension Plan Member
Evaluation
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Options upon the Death of a PRPP Member
Evaluation
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Options upon the Death of a DPSP Member
Evaluation
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Options upon the Death of an SPP Member
Evaluation
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Options upon the Death of a Locked-In Retirement Savings Vehicle Annuitant
Evaluation
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Options upon the Death of an RRIF Annuitant
Evaluation
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Options upon the Death of a Locked-In Retirement Income Vehicle Annuitant
Evaluation
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Registered Retirement Plans for Owners and Key Employees of a Business
CFP® Professionals