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At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

Tax-Free Savings Account - Rules and Options

 

The Tax-Free Savings Account (TFSA) is considered one of the most important savings vehicles for Canadians next to the Registered Retirement Savings Plan (RRSP). Canadian adults have the opportunity to save money in qualified investment vehicles and have those savings grow tax-free throughout their lifetime. Given the mass appeal of the TFSA, it is essential for financial professionals to understand its details and benefits for their clients.

The Tax-Free Savings Account – Rules and Options course provides essential information for financial professionals to understand the rules and options of TFSAs to effectively inform and educate their clients. The course consists of five lessons that include:

  • Applying the basic rules of TFSAs
  • Contributions, Qualifying Investments and Penalties
  • Transfers, Tax Deductions and Other Rules
  • TFSA Suitability and a Comparison with RRSPs
  • Income Splitting and Other Benefits

The course also includes 5 Learning Activities.

Who Should Enrol

  • Individuals and financial services professionals seeking to further their knowledge of Tax-Free Savings Accounts.
  • Individuals licensed to sell securities that are subject to continuing education requirements.