knowledge topics
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04 Registered Retirement Plans
Both CFP professionals and QAFP professionals are expected to possess knowledge of the mechanics 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 1.4.0, Updated 20200331
The following articles in this knowledge topic have been updated under Version 1.4.0.
- Sub-Topic: Registered Retirement Savings Plans (RRSP)
Article: Home Buyers Plan (HBP)
Both QAFPTM Professionals and CFP® Professionals
CFP® Professionals Only
- Sub-Topic: Registered Retirement Savings Plans (RRSP)
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Foundations of Retirement
Both QAFPTM Professionals and CFP® Professionals
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Registered Retirement Savings Plans (RRSP)
Both QAFPTM Professionals and CFP® Professionals
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Tax-Free Savings Account (TFSA)
Both QAFPTM Professionals and CFP® Professionals
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Foundations of Pension Plans
Both QAFPTM Professionals and CFP® Professionals
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Defined Benefit (DB) Pension Plans
Both QAFPTM Professionals and CFP® Professionals
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Defined Contribution (DC) Pension Plans
Both QAFPTM Professionals and CFP® Professionals
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Pension Buyback and Commutation
CFP® Professionals Only
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Pooled Registered Pension Plans (PRPP)
Both QAFPTM Professionals and CFP® Professionals
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Deferred Profit Sharing Plans (DPSP)
Both QAFPTM Professionals and CFP® Professionals
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Specified Pension Plan (SPP)
Both QAFPTM Professionals and CFP® Professionals
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Locked-In Retirement Savings Vehicles
Both QAFPTM Professionals and CFP® Professionals
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Locked-In Retirement Savings Vehicles Transfers
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Locked-In Retirement Savings Vehicles Attributes
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Death of a Locked-In Retirement Savings Vehicle Annuitant
read more
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Locked-In Retirement Savings Vehicles Withdrawals
read more
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Locked-In Retirement Savings Vehicles Maturity
read more
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Registered Retirement Income Fund (RRIF)
Both QAFPTM Professionals and CFP® Professionals
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Locked-In Retirement Income Vehicles
Both QAFPTM Professionals and CFP® Professionals
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Annuities
Both QAFPTM Professionals and CFP® Professionals
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Eligible Funeral Arrangements (EFA)
Both QAFPTM Professionals and CFP® Professionals
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Options upon the Death of Parties to Registered Retirement Plans
CFP® Professionals Only
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Options upon the Death of a DC Pension Plan Member
read more
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Options upon the Death of a DPSP Member
read more
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Options upon the Death of an RRIF Annuitant
read more
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Options upon the Death of a TFSA Holder
read more
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Options upon the Death of an SPP Member
read more
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Options upon the Death of a Locked-In Retirement Savings Vehicle Annuitant
read more
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Options upon the Death of a PRPP Member
read more
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Options upon the Death of a DB Pension Plan Member
read more
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Options upon the Death of an RRSP Annuitant
read more
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Options upon the Death of a Locked-In Retirement Income Vehicle Annuitant
read more
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Registered Retirement Plans for Owners and Key Employees of a Business
CFP® Professionals Only
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