Provincial Life Credits: | 6 credits (BC, AB, SK, MB, ON) |
CFP® Certificants: | 6 credits (Financial Planning) |
Institute Members: | 6 credits |
RRSPs and TFSAs are important savings vehicles for short and long-term objectives. You’ll find new and important information in this comprehensive overview to equip you with the information you need to advise prospects and clients correctly and completely.
- 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.
Price charged to FA: $45.00 (You do not pay on this site.)
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