+
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 |
|
