The Personal Financial Planner's Manual™
Summary of Contents of Update 51
October 2007
| Section-Chapter | |
| 2-6. | Behavioral Finance |
| This new Chapter has been added to address the study of human behavior in making financial decisions. This subject has been added to the syllabus for the CFP® Examination. |
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| 5-4. | Registered Education Savings Plans |
| This Chapter has been updated for changes due to the increase of the age of maturity to 71 years of age. |
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| 7-3. | Registered Retirement Savings Plans and Registered Retirement Income Funds |
| This Chapter has been updated for changes due to the increase of the age of maturity to 71 years of age. |
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| 7-4. | Registered Pension Plans |
| This Chapter has been updated for changes due to the increase of the age of maturity to 71 years of age and details have been added from the Income Tax Act on the regulation of pension plans. |
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| 7-5. | Deferred Profit Sharing Plans and Other Deferred Plans |
| This Chapter has been updated for changes due to the increase of the age of maturity to 71 years of age. |
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| 7-6. | Pension Adjustments, Locked-In Funds, & Transfers between Registered Plans |
| This Chapter has been updated for changes due to the increase of the age of maturity to 71 years of age. |
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| 7-8. | Investment Planning |
| This Chapter has been updated for changes to the qualified investments for registered plans passed into law on June 22, 2007. |
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| 7-9. | RRSP Home Buyers’ Plan and Lifelong Learning Plan |
| This Chapter has been updated for the changes due to the increase of the age of maturity to 71 years of age. |
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| 7-12. | Income Tax Planning |
| This Chapter describes the final provisions for pension income splitting and the federal tax credit for pension income passed into law on June 22, 2007. |
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| 9-1. | Quick Reference |
| The Chapter has been updated for the 3rd quarter prescribed interest rates, OAS benefits, and the latest statistics on the Consumer Price Index. |
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