RRSPs and TFSAs: Beyond the Basics
By CE Corner
This compilation of articles and columns from Advisor.ca and Investment Executive, based on expert sources, goes beyond the basics of RRSP and TFSA accounts to highlight various tax issues and client concerns. The articles cover considerations for effective estate planning, associated court cases related to planning and bad advice, and developments such as new RRSP reporting rules.
Accreditation Details
Accreditation body
Competency
Credits
IIROC Cycle 9
Compliance
--
Professional Development
1.00
The Institute
Practice Management
--
Financial Planning
1.00
Product Knowledge
--
FP Canada
Financial Planning
1.00
Practice Management
--
Product Knowledge Credits
--
Professional Responsibility Credits
--
MFDA
Professional Development
1.00
Business Conduct
--
CSF
General subject
1.00
Courtage en épargne collective
--
Assurance de personnes
--
Insurance of persons
--
Matières générales
--
ICM
General Insurance
--
Life Insurance
1.00
Adjuster
--
Alberta Accreditation Committee
Life Insurance
1.00
