RRSPs and TFSAs: Beyond the Basics
By Advisor.ca and Investment Executive
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.
In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.
Accreditation Details
Accreditation body
Competency
Credits
The Institute/IAFE
Practice Management
--
Financial Planning
1.00
Product Knowledge
--
FP Canada
Financial Planning
1.00
Practice Management
--
Product Knowledge
--
Professional Responsibility
--
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 Insurance Council
Life Insurance
1.00
MFDA (2023-2025)
Business Conduct - Ethics
--
Business Conduct - Non-Ethics
--
Professional Development
1.00
FSRA
Life and/or A&S
1.00
CIRO Cycle 10
Professional Development
1.00
Compliance
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