![COLIN LEWIS](https://images.credly.com/images/9ba2c92e-3db2-4d4d-82e1-640602364dce/blob.jpeg)
This badge was issued to COLIN LEWIS on 10 Feb 2021.
![Concentra Trust Registered Plans Administration – RDSP](https://images.credly.com/images/06c4400d-75ac-49d2-aaf0-f599be4eb5c6/Concentra_Badges_600x600_-_Specialist_-_RDSP.png)
- Type Learning
- Level Intermediate
- Time Days
- Cost Paid
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
Earning Criteria
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Must be employed by a credit union trusteed by Concentra Trust.
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Successful completion of the RDSP Contracts workshop.