The first chapter describes basic principles of investment, savings principles, and investment objectives. Chapter 2 talks about segregated funds, which is a type of insurance that is offered by life insurance companies. Chapter 3 describes annuities, which s a product where a client can deposit some money to an insurance company and get an income from the deposit. Chapter 4 talks about the investor profile. We review the Government pensions such as OAS, and CPP. We understand registered pension plans. Personal savings plans such as RRSP, RESP, TFSA and RDSP are also understood. Chapter 5 describes segregated funds and annuity recommendations steps. Chapter 6 reviews the segregated fund contract. Chapter 7 is about annuity contracts. Chapter 8 is is group retirement and investment plans.
The trade-marks AFP, LIC, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
What Will You Learn?
- Preparation for the Segregated Funds & Annuity module of the Life License Qualification Program.
- Segregated funds
LLQP – S&A