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.
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
Table of Contents<br />
Your Reasons to Take This Course 4<br />
You’re <strong>the</strong> <strong>Be</strong>tter <strong>Advisor</strong>: Now Prove It 7<br />
The Basics 18<br />
Learn from this Real-life <strong>RRSP</strong> Story 19<br />
<strong>RRSP</strong> <strong>Be</strong>nefits 21<br />
Inner Workings of <strong>the</strong> <strong>RRSP</strong> 37<br />
Disadvantages of <strong>RRSP</strong>s 58<br />
<strong>TFSA</strong> <strong>Be</strong>nefits 60<br />
Inner Workings of <strong>the</strong> <strong>TFSA</strong> 64<br />
Disadvantages of <strong>TFSA</strong>s 70<br />
The Real Deal: Which One is <strong>Be</strong>st? 71<br />
The Final Analysis 77<br />
3
Change language