+
click on the course titles for additional details +
| INV01 |
The
Purpose of Investing |
Investment
goals, types of investments, risk tolerance levels, our role,
advisory requirements |
| INV02 |
Go
Figure! |
Simple interest,
compound interest, the rule of 72, interest calculators, personal
savings calculator |
| INV03 |
Interesting
Options |
Guaranteed
investing, investment options, demand accounts, term deposits,
bonds, equity shares |
| INV04 |
Credit
Union Products |
Demand accounts,
types of term deposits, terms and conditions, registration, reporting
interest |
| INV05 |
Understanding
Mutual Funds |
Selling
mutual funds, general information, options, RRSP mutual funds,
types of mutual funds |
| INV06 |
Selling
Savings |
Redeemable
and non-redeemable terms, accumulators, savings and chequing accounts |
| 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 |
|
