knowledge topics
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06 Registered Education and Disability Plans
Both CFP professionals and QAFP professionals are expected to possess expert knowledge of the intricacies of Registered Education Savings Plans (RESP) and Registered Disability Savings Plans (RDSP) so that they may evaluate and recommend optimal strategies 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 1.4.0
Both QAFPTM Professionals and CFP® Professionals
CFP® Professionals Only
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Foundations of Education
Both QAFPTM Professionals and CFP® Professionals
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Registered Education Savings Plan (RESP)
Both QAFPTM Professionals and CFP® Professionals
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Foundations of Disabilities
Both QAFPTM Professionals and CFP® Professionals
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Registered Disability Savings Plan (RDSP)
Both QAFPTM Professionals and CFP® Professionals
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Options Upon the Death of Parties To Registered Education and Disability Plans
CFP® Professionals Only
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