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Be the Better RRSP/TFSA Advisor

Think the market is saturated? Only one in four Canadians contribute to RRSPs. Many of those who contribute do not fully understand their plan, its options, and its requirements. This course provides a vital review of RRSPs and TFSAs, points of comparison, strategies for use, and details of taxation. Even if you think RRSPs (and TFSAs) are old hat, chances are you’ll find new and important information in this course that can give you an advantage with prospects and clients.

Think the market is saturated? Only one in four Canadians contribute to RRSPs. Many of those who contribute do not fully understand their plan, its options, and its requirements. This course provides a vital review of RRSPs and TFSAs, points of comparison, strategies for use, and details of taxation. Even if you think RRSPs (and TFSAs) are old hat, chances are you’ll find new and important information in this course that can give you an advantage with prospects and clients.

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Copyright 2016 CLIFE Inc.<br />

All rights reserved. Any reproduction of parts or all of this book and its contents by<br />

any means electronic or mechanical is prohibited.<br />

<strong>Be</strong> <strong>the</strong> <strong>Be</strong>tter <strong>RRSP</strong> and <strong>TFSA</strong> <strong>Advisor</strong> is relevant to all those who work in <strong>the</strong><br />

financial services industry or in association with life insurers. The information in<br />

<strong>the</strong> course is provided for educational purposes only; it should not be construed<br />

or interpreted as providing advice. Agents and advisors should always seek<br />

guidance from <strong>the</strong>ir principals and compliance experts in regards to informing<br />

<strong>the</strong>mselves and o<strong>the</strong>rs about details of <strong>the</strong> products <strong>the</strong>y sell and o<strong>the</strong>r<br />

considerations of <strong>the</strong>ir business.<br />

We welcome all feedback and suggestions for additions to <strong>the</strong> course. Please send<br />

your comments to info@clifece.ca.<br />

CLIFE INC.<br />

1595 Sixteenth Avenue<br />

Suite 301<br />

Richmond Hill, ON<br />

L4B 3N9<br />

www.clifece.ca<br />

<strong>Be</strong> <strong>the</strong> <strong>Be</strong>tter <strong>RRSP</strong> and <strong>TFSA</strong> <strong>Advisor</strong> provides continuing education credits upon satisfactory completion<br />

of an online test. Please see <strong>the</strong> website for details or email info@clifece.ca.<br />

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