- Type Learning
- Level Intermediate
- Time Days
- Cost Paid
Concentra Trust Registered Plans Administration – TFSA
Issued by
Concentra Trust
Earners of this badge have in-depth knowledge of TFSAs and the benefits to their clients. These individuals are knowledgeable about eligible contributions and transfers, withdrawal guidelines and Canada Revenue Agency reporting. They assist clients with TFSA transactions to satisfy their investment requirements. These skilled individuals understand the complexities of TFSAs, enabling them to deliver tailored solutions for their clients’ specific financial needs.
- Type Learning
- Level Intermediate
- Time Days
- Cost Paid
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 TFSA Contracts workshop.