knowledge topics
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05 Government Benefit Plans
Both CFP professionals and QAFP professionals are expected to possess detailed knowledge related to the eligibility for, benefits available, and factors to consider in evaluating decisions to apply for and commence benefits available to individuals through Canada’s government benefit programs (including the Canada Pension Plan, Old Age Security, Employment Insurance and the Canada Child Benefit). A high-level understanding of workers’ compensation and income assistance programs complements such knowledge and ensures that professionals are capable of competently advising individuals when they experience life events such as the birth of a child, unemployment, illness, disability and retirement.
The knowledge related to Employment Insurance benefits for self-employed individuals is expected of CFP professionals only.
Version 1.4.0
Both QAFPTM Professionals and CFP® Professionals
CFP® Professionals Only
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Canada Pension Plan (CPP) Retirement Pension
Both QAFPTM Professionals and CFP® Professionals
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Canada Pension Plan (CPP) Post-Retirement Benefits
Both QAFPTM Professionals and CFP® Professionals
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Canada Pension Plan (CPP) Survivor Benefits
Both QAFPTM Professionals and CFP® Professionals
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Canada Pension Plan (CPP) Disability Benefits
Both QAFPTM Professionals and CFP® Professionals
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Old Age Security (OAS) Pension
Both QAFPTM Professionals and CFP® Professionals
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Old Age Security (OAS) Guaranteed Income Supplement (GIS)
Both QAFPTM Professionals and CFP® Professionals
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Old Age Security (OAS) Allowance (ALW) and Survivor Allowance (ALWS)
Both QAFPTM Professionals and CFP® Professionals
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Canada Child Benefit (CCB)
Both QAFPTM Professionals and CFP® Professionals
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Child Disability Benefit (CDB)
Both QAFPTM Professionals and CFP® Professionals
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Employment Insurance (EI) Regular Benefits
Both QAFPTM Professionals and CFP® Professionals
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Employment Insurance (EI) Sickness Benefits
Both QAFPTM Professionals and CFP® Professionals
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Employment Insurance (EI) Maternity and Parental Benefits
Both QAFPTM Professionals and CFP® Professionals
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Employment Insurance (EI) Compassionate Care Benefits
Both QAFPTM Professionals and CFP® Professionals
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Employment Insurance (EI) Benefits for Parents of Critically Ill Children
Both QAFPTM Professionals and CFP® Professionals
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EI Benefits for Parents of Critically Ill Children Application Requirements and Deadlines
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EI Benefits for Parents of Critically Ill Children
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EI Benefits for Parents of Critically Ill Children Eligibility
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EI Benefits for Parents of Critically Ill Children Premiums
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Employment Insurance (EI) Special Benefits for Self-Employed Individuals
CFP® Professionals Only
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EI Special Benefits for Self-Employed Individuals Application Requirements and Deadlines
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EI Special Benefits for Self-Employed Individuals Eligibility for Benefits
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EI Special Benefits for Self-Employed Individuals Amount of Benefits
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EI Special Benefits for Self-Employed Individuals Premiums
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Workers' Compensation Programs
Both QAFPTM Professionals and CFP® Professionals
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Income Assistance Programs
Both QAFPTM Professionals and CFP® Professionals
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Foreign Pensions
Both QAFPTM Professionals and CFP® Professionals
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