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click on the course titles for additional details +
| RSP01 |
What
Are RRSPs? |
What
are RRSPs, who can contribute, earned income, tax deductions and
deferral, sheltering |
| RSP02 |
Terms
and Conditions |
Deduction
limits, pension adjustments, deadlines, overcontributions, withholding
tax, beneficiaries |
| RPS03 |
Types
of RRSPS |
Eligible
investments, content restrictions, self-directed, group, home
buyers plan, LLP |
| RSP04 |
RRSP
Investment Options |
Conventional,
self-directed, locked-in, investment products, terms, bonds, mutual
funds |
| RSP05 |
CU
RRSP Products |
Savings
accounts, term deposits, index-linked terms, investment equity
shares, RRSP loans |
| RSP06 |
Selling
RRSPs |
Importance
of product knowledge, plan and prepare, greet, engage, listen,
present |
| RSP07 |
Registered
Education Savings Plans |
RESP
plans and investments, CESG, beneficiaries, contributions, educational
assistance payments |
| RSP08 |
Retirement
Income Options |
Sources of
income, retirement income planning, RIOs, pension and tax |
| RSP09 |
Registered
Retirement Income Funds |
Eligible
funds, when to start, minimum payments, withholding tax, beneficiaries,
attribution rule |
| RSP10 |
Choices |
RRSP or mortgage
prepayment, home buyers withdrawal, RESP or trust account, RRIF
or annuity |
| RSP11 |
Beneficiary
Designations |
Estate
planning, RRSP contract, types of beneficiaries, successor annuitant,
changing beneficiaries |
| RSP12 |
Asset
Selection |
Choosing
an asset mix, cash, fixed income, equities, OAS and CPP, RRIFs,
calculators |
| RSP13 |
Tax
Free Savings Accounts |
What
is a Tax-Free Savings Account, Who is Eligible to Open a TFSA,
Contributions and Contribution Limits, Qualifying Investments,
Tax Implications |
| RSP14 |
Registered
Disability Savings Plans |
What is an
RDSP?, Eligible Beneficiaries, Who Can Open an RDSP?, Contributions,
Tax Implications of RDSPs, Canada Disability Savings Grant, Canada
Disability Savings Bond, Payments from an RDSP, Limitations on
Payments from an RDSP, RDSPs and Eligibility for Other Benefits
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