Session Descriptions

There is much more to offering registered plans than completing forms and discussing investment returns. RP Success builds confidence by building knowledge. Basic sessions help attendees gain an understanding of terminology and legislation, and build their confidence in accepting RRSP deposits, transferring RRSPs to RRIFs, discussing the Home Buyer's Plan and handling withdrawals. Advanced sessions provide attendees with a review of changes in legislation and pension jurisdiction along with discussion of estate payouts, tax slips, 3rd-party demands, locked-in funds, year-end reporting and more. 

For new or experiences advisors, RP Success offers spring and fall training sessions in: 

• Retirement Savings Plans
• Retirement Income Funds
• LIRA, LIRSP, LIF, RLIF, MB RRIF
• RRSP,RRIF and TFSA Estates
• RRSP, RRIF and TFSA Year-end Reporting
• Education Savings Plans
• Tax-Free Savings Accounts
• Disability Savings Plan. 

Refer to our Calendar for upcoming scheduled session.

We look forward to assisting your credit union with strengthening its team that builds members' trust.

• Training
  • Scheduled Training
  • In-house Training
  • Webinar Training
  • Session Descriptions
    • RRSP
    • RRIF
    • Locked-in Registered Plans
    • RRSP, RRIF and TFSA Estates
    • RESPs
    • Tax-Free Savings Accounts
    • Disability Savings Plan
    • RRSP, RRIF, TFSA Year-end Reporting
  • Testimonials
  • Our Clients