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What will you learn about?

  • The basics of insurance
  • Risk and insurance in financial planning
  • The insurance industry
  • Insurance as a contract
  • Group insurance and government programs
  • Retirement and estate planning
  • Intestacy
  • Wills and powers of attorneys
  • Probate and forms of property ownership and transfer
  • Family law

What is the course syllabus?

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Chapter 1 - Introduction: Risk and Insurance in Financial Planning

Topics covered in this chapter are:

  • Risk Management and Planning
  • Shift to a Planning Emphasis

Chapter 2 - The Concept of Risk

Topics covered in this chapter are:

The Nature of Risk
Personal Risks
Property Risks
Legal Liability Risks
Other Potential Sources of Risk
Methods for Managing Risk

Chapter 3 - The Insurance Industry

Topics covered in this chapter are:

  • Types of Non-government Insurers
  • Aspects of Insurance Regulation
  • Government Insurance Programs

Chapter 4 - Insurance as a Contract

Topics covered in this chapter are:

  • Review
  • Basic Components of Insurance Contracts
  • Characteristics Unique to Specific Types of Insurance Contracts

Chapter 5 - Group Insurance and Government Programs

Topics covered in this chapter are:

  • Group Insurance
  • Government Programs

Chapter 6 - Retirement Planning

Topics covered in this chapter are:

  • Smoothing Consumption Over the Individual’s Lifetime: Savings
  • The Retirement Planning Process
  • STEP 1: Ascertain the Client’s Retirement Goals
  • STEP 2: Calculating How Much a Client Will Need to Meet the Retirement Objectives
  • STEP 3: Determining Sources of Revenue at Retirement
  • STEP 4: Adjusting Finances to Meet Retirement Goals

Chapter 7 - Retirement Management

Topics covered in this chapter are:

  • Managing Income Needs in Retirement
  • Managing Funds at Retirement
  • Registered Plans (RRSPs) Maturity Options
  • Pension Income Splitting
  • Other Income Sources
  • Choosing a Retirement Maturity Option
  • When to Annuitize?

Chapter 8 - Intestacy or Dying Without a Will

Topics covered in this chapter are:

  • How do Intestacies Arise?
  • The Implications of Intestacy
  • Intestacy: Asset Distribution
  • Other Complications and Drawbacks to Dying Intestate

Chapter 9 - Wills and Powers of Attorney

Topics covered in this chapter are:

  • Types of Wills and their Requirements
  • Limitations of a Will
  • Revocation of a Will
  • Review and Amendment of Wills
  • Appointment of Executors (Liquidators), Guardians and Trustees
  • Points to Consider in Making a Will
  • Powers of Attorney (Mandates)

Chapter 10 - Probate and Forms of Property Ownership/Transfer

Topics covered in this chapter are:

  • Probate
  • Forms of Property Ownership

Chapter 11 – Family Law

Topics covered in this chapter are:

  • Property Rights During Marriage
  • The Matrimonial Home
  • Matrimonial Property Legislation on the Termination of the Marriage or civil union
  • Property Rights of Common Law Spouses
  • Tutorship to Minors in the Province of Quebec
  • Union Abroad

How will you learn?

CSI’s online learning system helps you meet your study goals. You’ll benefit from:

  • Textbook readings available in PDF and printed format
  • Learning objectives that keep you focused
  • End of chapter activities including review questions to help you reinforce your learning and identify topics that may need to be revisited during exam preparation
  • Two self-assessments and practice questions so that you can assess your progress
  • Online assistance from CSI’s academic support specialists

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