- Type Learning
- Level Advanced
- Time Days
- Cost Paid
Concentra Trust Registered Plans Administration – Master
Issued by
Concentra Trust
Earners of this certification have extensive knowledge of the registered plan products; RRSP, RRIF, TFSA, RESP and RDSP. A prerequisite to this level of education is certification as a Registered Plans Administration – Specialist and further training in administration of locked-in pension funds and registered plan estates. Upon receiving this certification, Masters can assist clients with any registered plan product to ensure personalized solutions for clients, their families and beneficiaries.
- Type Learning
- Level Advanced
- Time Days
- Cost Paid
Earning Criteria
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Must be employed by a credit union trusteed by Concentra Trust.
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Concentra Trust Registered Plans Administration – Specialist certification.
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Successful completion of the Locked-in Contracts workshop.
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Successful completion of the Registered Plans Estate Administration workshop.