Earners of this badge have extensive knowledge of locked-in pension funds and options available to their clients under the applicable legislation. These individuals have knowledge of transfers, withdrawals, payments and choices available for special life circumstances. They assist clients with locked-in pension transactions from plan opening to closure. These experts understand the complexities of locked-in contracts, enabling delivery of tailored solutions for their clients’ financial needs.

• Type Learning
• Level Advanced
• Time Days
• Cost Paid