- Type Learning
- Level Intermediate
- Time Days
- Cost Paid
Concentra Trust Registered Plans Administration – Specialist
Issued by
Concentra Trust
Earners of this certification have comprehensive knowledge on each of the five registered plan products; RRSP, RRIF, TFSA, RESP and RDSP. These Specialists participate in five in-depth workshops to gain extensive knowledge in administration of registered plans products to ensure all administrative and legislative requirements are met. They understand all registered plan products to ensure delivery of personalized solutions to clients for their registered plan portfolios.
- 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 RRSP Contracts workshop.
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Successful completion of the RRIF Contracts workshop.
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Successful completion of the TFSA Contracts workshop.
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Successful completion of the RESP Contracts workshop.
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Successful completion of the RDSP Contracts workshop.