Concentra Trust Registered Plans Administration – RESP
  • Type Learning
  • Level Intermediate
  • Time Days
  • Cost Paid

Concentra Trust Registered Plans Administration – RESP

Issued by Concentra Trust

Earners of this badge have in-depth knowledge of RESPs and the benefits to their clients. These individuals are knowledgeable about eligible contributions and transfers, types of plans available, federal and provincial incentives, and withdrawal options. They assist clients with all RESP transactions from plan opening to plan maturity. These skilled individuals understand the complexities of RESPs, enabling them to deliver tailored solutions for their clients’ specific financial needs.

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

Skills

Earning Criteria

  • Must be employed by a credit union trusteed by Concentra Trust.
  • Successful completion of the RESP Contracts workshop.