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BFIN 341

This class was created by Brainscape user Ted Jbc. Visit their profile to learn more about the creator.

By: Ted Jbc
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Decks in this class (14)

MODULE 11: UNIT 1 Registered Pension Plan Basics
Regulations federal,
Regulations provincial,
Plan administration
16  cards
MODULE 11: UNIT 2 Defined Benefit Pension Plans
Three benefit formulas,
Final earnings best average,
Career average
25  cards
MODULE 11: UNIT 3 Individual Pension Plans
Individual pension plan ipp execu...,
Designated plan,
Plan fit
14  cards
MODULE 11: UNIT 4 Defined Contribution Pension Plan
Defined contribution pension plan,
Plan fit,
Contributions
21  cards
MODULE 12: UNIT 1 Registered Retirement Savings Plans
Introduction,
Establishing an rrsp,
Establishing an rrsp minimum age
34  cards
MODULE 12: UNIT 2 Locked-In RRSP's and Locked-In Retirement Accounts
Nature,
Integration with an rrsp,
Establishing a locked in rrsp or ...
6  cards
MODULE 12: UNIT 3 Home Buyers Plan
Nature,
Qualifying conditions,
Eligibility regular program
12  cards
MODULE 12: UNIT 4 Lifelong Learning Plan
Nature,
Eligibility roles and condition,
Eligibility qualifying educationa...
15  cards
MODULE 12: UNIT 5 Deferred Profit Sharing Plan
Introduction,
Contributions
2  cards
Module 13: UNIT 1 Registered Retirement Income Funds
Introduction,
Establishing a rrif,
Establishing an rrif transfer fro...
27  cards
MODULE 13: UNIT 2 Life Income Funds (LIF), Locked-in Retirement Income Funds (LRIF) and Prescribed Registered Retirement Income Funds (PRRIF)
Introduction,
Unlocking locked in funds special...,
Unlocking locked in funds prescri...
20  cards
MODULE 13: UNIT 3 Annuities
Introduction,
Registered annuities,
Non registered annuities
20  cards
MODULE 13: UNIT 4 Reverse Mortgages
Introductions,
Nature of a reverse mortgage,
Types of reverse mortgages revers...
6  cards
MODULE 13: UNIT 5 Retirement Compensation Agreement
Nature,
Taxation,
Contributions
6  cards

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BFIN 341

  • Class purpose General learning

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