| Provincial Life Credits: | 8 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 8 credits (Financial Planning) |
| Institute Members: | 8 credits |
Tax can be planned for, accommodated, reduced, and deferred. Become proactive and make positive changes for your clients that can give them the best tax outcome.
This two-course tax-focussed package includes:
Be the Better RRSP & TFSA Advisor
| Provincial Life Credits: | 6 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 6 credits (Financial Planning) |
| Institute Members: | 6 credits |
- Identify whether an RRSP or a TFSA can best serve the individual needs of your clients;
- Be prepared with answers to the questions that hold people back from opening and contributing to accounts;
- Understand the pros and cons of RRSPs and TFSAs;
- Gain the confidence and knowledge to decide how to use the accounts most efficiently.
The OAS Balancing Act: Receiving and Retaining the Pension
| Provincial Life Credits: | 2 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 2 credits (Financial Planning) |
| Institute Members: | 2 credits |
- Learn how and when income is determined and how to address clients concerns about tax;
- Help clients make the right decisions for their OAS pension and build the best pension outcome for their senior years.
These courses will set you apart from your competition with practical knowledge that’s easy to read and easy to implement. You’ll find learning about tax doesn’t have to be taxing!
Price charged to FA: $60.00 (You do not pay on this site.)
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