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

Concentra Trust Registered Plans Administration – RRSP

Issued by Concentra Trust

Earners of this badge have in-depth knowledge of RRSPs and the benefits to their clients. They have knowledge of eligible contributions and transfers, withdrawal options, spousal contract considerations and federal programs such as Home Buyers’ Plan and Lifelong Learning Plan. They assist clients with RRSP transactions from plan opening to maturity. These skilled individuals understand the complexities of RRSPs, enabling delivery of 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 RRSP Contracts workshop.