CPP Retirement Pension Application Requirements and Deadlines
KNOWLEDGE EXPECTED OF: QAFP® Professionals
Highest Knowledge Level: Awareness
Knowledge Levels and Associated Verbs
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Awareness
The state of being aware that something exists / to have familiarity with a particular activity or subject
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Understanding
To comprehend the general relationship of particulars / to have an expertise with how something works
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Application
Ability to put information to use / to use knowledge for relevant, practical purposes
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Evaluation
To judge or conclude by utilizing data / a systematic determination of something’s worth or significance
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Define
To state exactly the meaning of
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Identify
To be aware of / to recognize and correctly name / to locate an appropriate resource
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Explain
To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it
|
Determine
To ascertain / to come to a decision, such as by investigation or reasoning
|
Compare
To note the similarities and differences between two or more things
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Estimate
To determine an approximate value for
|
Calculate
To find the value using mathematics
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Convert
To change from one form or purpose to another
|
Evaluate
To reach a conclusion or make a through careful study
|
Interpret
To give the meaning of / to construe or understand / to translate orally
|
Hold cursor over or click on each term to read its definition.
- Identify the process for obtaining a Statement of Contributions from the Canada Pension Plan.1
- Identify the process and timing requirements related to the CPP Retirement Pension.
- For obtaining a Statement of Contributions2
- For updating a Statement of Contributions3
- For applying to commence the pension4
- For applying to advance or defer the pension5
- For applying to share pensions6
- For cancelling pension sharing7
- For applying to credit split8
- For cancelling the pension9
- For repaying the portion of the pension received after death10
REFERENCES
2 https://www.canada.ca/en/services/benefits/publicpensions/cpp/statement-contributions.html
3 https://www.canada.ca/en/services/benefits/publicpensions/cpp/statement-contributions.html
KNOWLEDGE EXPECTED OF: CFP® Professionals
Highest Knowledge Level: Awareness
Knowledge Levels and Associated Verbs
|
Awareness
The state of being aware that something exists / to have familiarity with a particular activity or subject
|
Understanding
To comprehend the general relationship of particulars / to have an expertise with how something works
|
Application
Ability to put information to use / to use knowledge for relevant, practical purposes
|
Evaluation
To judge or conclude by utilizing data / a systematic determination of something’s worth or significance
|
||||||
|---|---|---|---|---|---|---|---|---|---|
|
Define
To state exactly the meaning of
|
Identify
To be aware of / to recognize and correctly name / to locate an appropriate resource
|
Explain
To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it
|
Determine
To ascertain / to come to a decision, such as by investigation or reasoning
|
Compare
To note the similarities and differences between two or more things
|
Estimate
To determine an approximate value for
|
Calculate
To find the value using mathematics
|
Convert
To change from one form or purpose to another
|
Evaluate
To reach a conclusion or make a through careful study
|
Interpret
To give the meaning of / to construe or understand / to translate orally
|
Hold cursor over or click on each term to read its definition.
- Identify the process for obtaining a Statement of Contributions from the Canada Pension Plan.1
- Identify the process and timing requirements related to the CPP Retirement Pension.
- For obtaining a Statement of Contributions2
- For updating a Statement of Contributions3
- For applying to commence the pension4
- For applying to advance or defer the pension5
- For applying to share pensions6
- For cancelling pension sharing7
- For applying to credit split8
- For cancelling the pension9
- For repaying the portion of the pension received after death10
Additional Knowledge Expected of CFP Professionals
- Identify that application requirements exist under the Quebec Pension Plan (QPP) retirement pension program.
