Over 50% of credit union members are at or nearing retirement age. Does your team know what they need to know about Registered Retirement Savings Plans (RRSP) and Registered Retirement Income Funds (RRIF) and how they work together?  

Join longtime CCUA facilitator Kelly Carroll for two upcoming eClasses on RRSP and RRIF strategies to better support your members through the next chapter of their lives.  

Dealing with Advanced RRIF Accounts 

On November 30, December 2, and 4, this eClass will cover how to compare RRIF products, calculate payments and understand the differences between registered and term investments. Each session is 90 minutes long. Learners will recieve a good basic understanding of registered and investment products and who have worked two or more years with RRSP sales and or administration. Register here today! 

Advanced RRSP Strategies 

On December 7, 9, and 11, jump into Advanced RRSP Strategies. The aim of this course is to prepare team members to describe the various RRSP options available to members and outline the features and benefits of the federal Home Buyer’s Plan and the Lifelong Learning Plan, describe recent legislative changes that impact RRSPs, and more. This eClass is best suited to learners with a solid understanding of RRSPs and experience working on at least two RRSP campaigns. Save your spot here. 

For learners who aren't quite ready for an advanced level eClass, we recommend starting out with our fundamentals eLearning courses, available for enrollment here. 

Have questions? Our Client Solutions experts are ready to help at clientsolutions@ccua.com.