Employee - Employer Plans
The course Employee/Employer Plans covers the numerous incentives offered by employers as they relate to additional compensation.
Split into four sections, we begin with stock options (for executives), followed by profit sharing plans, followed by pension plans, and finally, we cover the additional plans available for employees (which include: PRPP, GRPP, IPP, SERP, RCA, and SDA).
We also present and assess the options available to an employee when they leave their employer and must decide on accepting their pension or commuting the amount. We cover a real-life scenario and crunch the numbers.
To receive continuing education (CE) credits, you need to receive a mark of 9 out of 15 or higher on the final quiz. This course qualifies for the following CE credit hours:
| Governing Body | Credit Hours | Category |
|---|---|---|
| AIC | 5.0 | Life Insurance only |
| CSF | 5.0 | Insurance of Persons / Assurance de Personnes |
| FP Canada | 5.0 | Financial Planning |
| IAFE - The Institute | 5.0 | n/a |
| ICM | 5.0 | Life/A&S |
| ICoBC | 2.0 | Life/A&S |
| ICS | 5.0 | n/a |
| IDD (CIRO) | 5.0 | Professional Development |
| Institut de Pl. Fin. | 5.0 | SFPA / PDOM |
| MFD (CIRO) | 5.0 | Professional Development |
This course may also qualify for CPA credit hours. More information about continuing education requirements is available here.