The CIFP Retirement Institute has a mission to research and develop the knowledge base of retirement
planning and, financial planning more generally, in the best interest of Canadians.
The Institute is evolving into the pre-eminent source to obtain unbiased, high quality, topical
information about retirement and retirement planning. Education programs supporting the
various CIFP designations supplement technical content with a focus on the more qualitative
aspects of retirement and financial planning. Despite the importance of incorporating qualitative
factors into a plan, unfortunately, it is often overlooked in a typical client-planner meeting or,
may not be discussed in sufficient detail because far too often the client-planner interaction
revolves around all things quantitative. To counter this deficiency, topics such as lifestyle
planning, client engagement skills, retirement trends, considerations as part of estate and
succession planning, how to prepare for retirement and intergenerational wealth transfers are
fundamental learning objectives within the RRC and RFRA curricula.