Webinar Training
RP Success can bring the classroom to each of your credit union’s branches through the use of the internet and teleconferencing while customizing session content to provide the registered plans information of most interest to your staff. Upon request, information related to your credit union’s procedures, policies and forms can be added so that staff come away with a working knowledge.
Our Session Descriptions provides information on sessions available: Basic RRSP (half-day and full-day); Advanced RRSP; Basic RRIF(half-day and full-day); Advanced RRIF; Locked-in Registered Plans; RRSP, RRIF, TFSA Estate Payouts; Registered Plans Year-end Reporting; Introduction to RESP; Advanced RESP; Tax-Free Savings Accounts and Registered Disability Savings Accounts.
Your chosen session is then broken down into 1½ to 2 hour time periods to be presented via webinar for staff at various locations. If a half-day Basic RRSP option was chosen, two 1¾ hour sessions would be provided and the half-day fee would apply. If a full day Basic RRSP session was chosen, three sessions would be provided for 2 hours each with the full day session applying. The full day session has more workshop components and the attendees would be advised to complete some of the questions between the sessions for review together at the start of the next session.
Session packages would be prepared and sent to the branches in advance of the sessions. Any mailing costs would be charged to the credit union.
In order to provide a webinar, the credit union would need to have the technology on place at all branches with a conference call number already in use.
Contact us today to see you can have your staff receive quality registered plans training without the costs of travel.