Variant of the Classification of Instructional Programs (CIP) Canada 2021 Version 1.0 for Primary groupings

37.0106 - Investing/wealth management/retirement planning (not for credit)

This instructional program class comprises any program that prepares individuals to evaluate their personal financial health, establish financial planning strategies, and solve financial problems based on their short term and long term financial goals. These programs include courses in asset management, estate planning, college savings, investment theory, insurance, real estate, retirement planning, and taxation.

  • Illustrative example(s)

    • investing (not for credit)
    • investing, wealth management, and retirement planning (not for credit)
    • retirement planning (not for credit)
    • wealth management (not for credit)

    All examples

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