Prepare for the RSP rush with our upcoming courses designed to empower you with the knowledge and strategies needed to have holistic conversations about registered products with your members. With knowledge comes confidence, which is a proven direct link to an engaging member experience.
Register for individual sessions, or for the bundle, as we work through credit union member case studies and take a deep dive into each of the following areas:
Note: CCUA Campus login is required. To request an account, contact clientsolutions@ccua.com.
- Apply Your RRSP Knowledge with Member Case Study
Jan 25, 2022 – 1:00 pm ET to 2:15 pm ET - Apply Your RRIF Knowledge with Member Case Study
Jan 27, 2022 – 1:00 pm ET to 2:15 pm ET - Pension Plans, LIRAs and LIFS in a Member’s Investment Portfolio
Feb 1, 2022 – 1:00 pm ET to 2:15 pm ET - Apply Your RESP Knowledge with Member Case Study
Feb 3, 2022 – 1:00 pm ET to 2:15 pm ET
Hurry! Registration closes on January 13, 2022!
