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.

RRSPs and TFSAs: Beyond the Basics

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

Course Type:

PDF

Passing Grade:

7/10 (70%)

Categories:

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  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER