Essential Financial Planning Before You Retire (On-Demand - CPABC)
Overview
Retirement planning requires clear decisions on income, taxes, and long-term financial sustainability. In this session, participants will explore key considerations that shape retirement outcomes, from government benefits to investment strategy and spending patterns.
Access expires 180 days from purchase date |
Course Description
Applicable for
Content
- Evaluate retirement income sources, including CPP, OAS, and RRSP/RRIF decisions
- Assess long-term financial needs to support a sustainable retirement lifestyle
- Understand tax, investment, and risk considerations in retirement
Course Content Created: September 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FCSIAbout This Product
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Essential Financial Planning Before You Retire (On-Demand - CPABC)
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- Credits
Overview
Retirement planning requires clear decisions on income, taxes, and long-term financial sustainability. In this session, participants will explore key considerations that shape retirement outcomes, from government benefits to investment strategy and spending patterns.
Access expires 180 days from purchase date |
Course Description
Applicable for
Content
- Evaluate retirement income sources, including CPP, OAS, and RRSP/RRIF decisions
- Assess long-term financial needs to support a sustainable retirement lifestyle
- Understand tax, investment, and risk considerations in retirement
Course Content Created: September 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FCSIAbout This Product
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.