Retirement Plan

The final educational requirement of the CIFP Registered Retirement Consultant/Conseiller en Retraite and Conseillère en Retraite Program calls upon the learner to apply the knowledge they have just learned by creating a comprehensive retirement plan based on a case study provided by the Retirement Institute.

Learners submit the plan to the Institute for evaluation. At the discretion of the Institute, learners may be required to defend the findings and recommendations contained in their plan before an academic panel.

The passing grade for the retirement plan component is a minimum grade of 60%.