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| Course Title: |
RESP Basics |
| Author: |
Oliver Publishing |
| Details: |
RESPs are highly recommended as a savings strategy for those who will be funding — or helping to fund — a child's education. They provide an important opportunity for tax deferral, combined with the ability to acquire government grants, both federally and from some provinces. There are five important aspects of every RESP that the financial advisor should know in order to assist clients:
– how to establish the plan;
– how contributions are made (including the intricacies of government incentive programs);
– how investments should be recommended;
– how to make withdrawals; and
– how a plan is terminated.
This comprehensive course provides the necessary details about these steps and includes all up-to-date information including new budget provisions about plan contributions being extended to 31 years from the former 21-year-contribution period.
Financial advisors will develop in-depth knowledge about RESPs from this course that will be of use to them throughout their career. (It will also enhance their expertise with clients in a way few other courses will.) |
| Format: |
Your choice of book, or downloadable PDF plus online exam |
| No. of Pages: |
pages |
| Cost (PDF option): |
Book and exam @
$
|
| Cost (Book option): |
Book and exam @
$
|
| BC CE Credits: |
0 hours |
| Alberta CE Credits: |
3.0 hours - Life
|
| SK CE Credits: |
3.0 hours |
| MB CE Credits: |
0 hours |
| ON CE Credits: |
3.0 hours |
| QC CE Credits: |
0 hours
|
| CFP™ |
3.0 verifiable* |
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|
At Oliver's the aim of all our products is to promote financial literacy. To do this, we strive to present the complex knowledge necessary in the financial services industry in language that is simple, clear, and concise. Oliver's extensive library of publications will aid you in your studies, and you can pass this benefit along to your clients when you use your Oliver's materials to build content for your own client communications.
Study Notes for the Canadian Securities Course Volume 1 and Volume 2 are now updated and revised according to the latest version of the course. Check out just how easy we've made learning!
Study Notes for the CSI Branch Manager's Course are now available reflecting the last update of the course.
Custom-delivered Webinars are now available for life insurance studies, mutual funds exam prep, and other courses. Get your corporate group together and arrange for a webinar according to your schedule and budget. Heather at 416-922-9604 x241 will be happy to help.
Are you an LLQP student with any provider? Our webinars are an in-class seminar equivalent that prepare you to write the exam. Call us for scheduled times and to book your seat: 416-922-9604 x 301.
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