Concentra Trust Registered Plans Administration - Professional

Issued by Concentra Trust

Earners of this certification have a fundamental understanding of each of the five registered plan products; RRSP, RRIF, Locked-in contracts, TFSA, RESP and RDSP. These Professionals gain general knowledge of the available registered plan products, improved confidence in discussing the products with clients, and can identify new registered plans business opportunities.

Type Learning
Level Foundational
Time Days
Cost Paid

Skills

Disability Savings
Education Savings
RDSP
Registered Plans
RESP
Retirement Savings
RRIF
RRSP
Tax-Free
TFSA

Earning Criteria

Must be employed by a credit union trusteed by Concentra Trust.
Successful completion of the Overview of all Registered Plan Products workshop.