Provincial Life Credits: 6 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 6 credits (Financial Planning)
Events of 2020 are going to illustrate the need for everyone to become better savers. RRSPs and TFSAs are two obvious ways to save and, more than ever, you will need to articulate the benefits of these accounts and answer the question: is one better than the other?
You’ll be able to respond to that question knowledgably and with confidence after you read this course. You will understand the pros and cons of each form of account and how each one can best serve the needs of your customer.
RRSPs and TFSAs are not old hat; they 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. Be the better RRSP/TFSA advisor, starting now.