| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
It is reported that about 80% of RRSP account owners choose a RRIF as their maturity option. Making the right decisions for a RRIF can have make-or-break consequences for retirement. Learn how you can best manage this prodigious responsibility with information on RRIF rules, risk considerations, and investment fund choices. Consider the phases in the “life” of the RRIF from its initial rollover to its depletion and termination.
This course teaches you how to become a competent manager of RRIFs and provide the best retirement income for your RRIF account owners. You will count on this resource today and in years’ ahead to answer RRIF questions and give guidance on this essential financial product. Not to be missed.
- Learn how to best guide decisions for a RRIF;
- Get information on rules, risk considerations and investment fund choices;
- Ensure the RRIF is the suitable maturity choice for your client’s RRSP.
$69.95
$69.95