knowledge topics
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06 Registered Education and Disability Plans
Both CFP professionals and QAFP professionals are expected to possess knowledge of the intricacies of Registered Education Savings Plans (RESP) and Registered Disability Savings Plans (RDSP) so that they may assist clients to achieve education-related goals and goals for individuals with a disability.
Knowledge pertaining to the options upon death of an RESP subscriber, RESP beneficiary or RDSP beneficiary is expected of CFP professionals only.
Version 2.0.0
QAFP® Professionals
CFP® Professionals
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Foundations of Education
QAFP® Professionals
CFP® Professionals
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Registered Education Savings Plan (RESP)
QAFP® Professionals
CFP® Professionals
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RESP Attributes
Understanding
Understanding
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RESP Contributions
Evaluation
Evaluation
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RESP Withdrawals
Evaluation
Evaluation
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RESP Transfers
Evaluation
Evaluation
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Group RESP (Scholarship Trust)
Understanding
Understanding
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Death of an RESP Beneficiary
Awareness
Understanding
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Death of an RESP Subscriber
Awareness
Understanding
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Foundations of Disabilities
QAFP® Professionals
CFP® Professionals
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Registered Disability Savings Plan (RDSP)
QAFP® Professionals
CFP® Professionals
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Options Upon the Death of Parties To Registered Education and Disability Plans
CFP® Professionals