Federal Benefit Plans: OAS, CPP, and EI

Federal Benefit Plans: OAS, CPP, and EI

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The course Federal Benefit Plans: OAS, CPP, and EI covers the three government benefit plans in great detail. From how one qualifies to how much and for how long they will receive benefits. For advisors who help their clients make the decision of when to begin OAS and CPP, we cover the factors to consider and crunch the numbers. 

Very importantly, we cover the enhancements to the CPP which began in 2019 and why clients may experience tighter cash flows in the coming years.

In order to receive CE credits, you will need to receive a mark of 6 out of 10 or higher on the quiz. This course qualifies for the following continuing education (CE) credits:

Governing Body Credit Hours Category
AIC 3.0 A&S and Life
FP Canada 5.0 Financial Planning
IAFE - The Institute 5.0 n/a
ICS 3.0 n/a
IIROC (Cycle 9) 3.0 Professional Development
MFDA 5.0 Professional Development

This course may also qualify for CPA credit hours. More information about continuing education requirements is available here.