Everything you need to know about the FHSA (sector: mutual funds)

Understanding new products can help you in your role as an advisor.

This CE course is based on a webinar presented by the CSF and ÉducÉpargne, in collaboration with Desjardins. The goal is to help you understand the features of the first home savings account (FHSA), a new registered, tax-free investment savings account that allows eligible clients to save for a first home.

Sophie Lemieux, M. Sc., leads a panel of experts who discuss the ins and outs of this plan that has been the subject of numerous articles since it was first announced by the federal government.

By fully understanding the FHSA and its features, you’ll be able to provide clients with appropriate recommendations and advice that can help them reach their objectives.

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This CE course is specifically for advisors in:

• Mutual funds

Important: This training activity is recognized in several subject areas. Before completing your purchase, please make sure you select the formula that corresponds to the subject area you are looking for (only one of the two formulas can be purchased and completed). No change of formula will be possible after your purchase is confirmed, and PDUs cannot be split among multiple subject areas.

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Features 

• Asynchronous webinar
• Duration: 1h30
• Multiple-choice summative evaluation to be completed online
• Passing mark: 60 %
• Prerequisite: none