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Master notions related to the taxation of savings associated with various products and the use of financial leverage.

Identify what to consider in your analyses depending on your clients’ objectives, such as creating a contingency fund, purchasing goods, financing children’s education, or financing retirement.


This training activity is specifically for representatives...

  • Of Mutual fund dealer
  • In Insurance of persons

Features of this online training activity

  • Documentation and quiz with feedback
  • Tools to support you in your practice (aslo available on Members' Area)
  • Multiple choice questionnaire (passing grade: 60%)
  • Prerequisite: none

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Code: 28036L3AN

PDU distribution:

4 PDU in group savings plan brokerage
1 PDU in compliance

Language: English

Member's price: $ 150.00

Non-member's price: : $ 215.00

IQPF information

IQPF code: IQPF19-01-0015-G

IQPF UFC count : 5

PDOM : 4

NPP : 0

NP : 1

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