- Type Learning
- Level Intermediate
- Time Days
- Cost Paid
Concentra Trust Registered Plans Administration – RRIF
Issued by
Concentra Trust
Earners of this badge have in-depth knowledge of RRIFs and the benefits to their clients. These individuals are knowledgeable about eligible transfers, considerations for spousal contracts, payment options and applicable withholding tax. They assist clients with RRIF transactions to satisfy their retirement income requirements. These skilled individuals understand the complexities of RRIFs, enabling them to deliver tailored solutions for their clients’ specific financial needs.
- Type Learning
- Level Intermediate
- 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 RRIF Contracts workshop.