When members begin looking at options to minimize their taxable income, are you prepared to discuss registered products and strategies?
The following courses will provide you with the knowledge and confidence required to facilitate these discussions:
*Note: CCUA Campus login is required to view the links below. To request an account, contact clientsolutions@ccua.com.
Upcoming sessions:
- Dealing with Advanced RRIF Accounts (Starts Nov 22)
- Advanced RRSP Strategies (Starts Nov 29)
- Registered Product Strategies Bundle (Dec 7, 9, 14, 16)
On-demand eLearning:
