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Master notions related to taxation of savings associated with various products or the use of a 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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