Cart
Expand/collapse block Tax-Free Savings Accounts – The Fundamentals

Tax-Free Savings Accounts – The Fundamentals

CUSOURCE / 2. eLearning Course Catalogue / 2.4 Product Knowledge

Course Code

EMP-LVF-TFSAE04-ELR

Fee

$40.00

Status

Open

Location

ONLINE

Who Should Attend

Employees

Description

This 30-minute online course will enhance your knowledge of Tax-free Savings Accounts (TFSA) while outlining the potential benefits for credit union members.

You will learn about the different types of TFSAs, transactions such as withdrawals and transfers, contributions rules and contribution limits, and the similarities and differences between a TFSA and RRSP. After completing this course, you will be able to identify characteristics and features of TFSAs, as well as the advantages and disadvantages of this type of account.

You will also have an opportunity to explore possible scenarios to determine when a TFSA would be a suitable option to recommend.

(See More)

Description Link

View or Download Description: EMP-LVF-TFSAE04-ELR_DES.pdf

 
©2018 CUIC Inc. All Rights Reserved.