The VRSP: Getting the facts to provide informed advice (sector: Mutual funds)

Chambre de la sécurité financière
2 UFC

Understanding the VRSP to advise SMEs.

The Voluntary Retirement Savings Plan (VRSP) combines the features of the RRSP with those of the defined contribution supplemental pension plan. Having a thorough understanding of this relatively new product can have a major impact on both employees and employers who enroll in the plan.

This CE activity will allow you to comprehend your ethical and regulatory obligations pertaining to the distribution of the VRSP. You’ll therefore be able to fulfill your duty to advise and inform and issue appropriate recommendations to your clients in order to help them comply with the plan’s requirements. 
 
This CE course is specifically for advisors in:
  • Mutual funds
Important: This training activity is recognized in several subjects. Before completing your purchase, please make sure to choose from our training offer the formula that corresponds to the subject you are looking for (only one of the 3 formulas can be purchased and followed). No change of formula will be possible after the purchase, no possibility of splitting PDU in several subjects.
 
Features
  • Online training activity including questions with feedback
  • Duration: 2 hours
  • Multiple-choice summative evaluation to be completed online
  • Passing mark: 60%
  • Prerequisite: none
Informations IPF