Concentra Trust Registered Plans Administration – RDSP

Issued by Concentra Trust

Earners of this badge have in-depth knowledge of RDSPs and the benefits to their clients. These individuals are knowledgeable about eligible contributions and transfers, federal incentives, and payment options. They assist clients with all RDSP transactions from plan opening to plan closure. These skilled individuals understand the complexities of RDSPs, enabling them to deliver tailored solutions for their clients’ specific financial needs.

Type Learning
Level Intermediate
Time Days
Cost Paid

Skills

Beneficiary
Canada Disability Savings Bond (CDSB)
Canada Disability Savings Grant (CDSG)
Disability Assistance Payment (DAP)
Disability Savings
Disability Tax Credit
Holder
Lifetime Disability Assistance Payments (LDAP)
T4A
Transfers

Earning Criteria

Must be employed by a credit union trusteed by Concentra Trust.
Successful completion of the RDSP Contracts workshop.