- Type Learning
- Level Advanced
- Time Days
- Cost Paid
Concentra Trust Registered Plans Administration – Estate Administration
Issued by
Concentra Trust
Earners of this badge have extensive knowledge of the administration of registered plan estates. These individuals have knowledge about assessing the estate situation, completing relevant estate documentation, distributing the estate funds and issuing applicable tax slips. They assist with all registered plan estates from beginning to end. These experts understand the complexities of registered plan estates and ensure the settlement process is handled accurately, efficiently and professionally.
- Type Learning
- Level Advanced
- 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 Registered Plans Estate Administration workshop.