Learn how to assess eligibility, unlock grants and bonds, optimize RDSP growth, and integrate other government benefits into powerful disability-focused planning for disabled beneficiaries.
Unlock the full potential of the Registered Disability Savings Plan (RDSP) and transform your disability planning knowledge in this overview course!
Whether you're an advisor, advocate, or individual looking to enhance your knowledge of the RDSP, this course will equip you with everything you need to navigate, optimize, and maximize this powerful planning tool.
From eligibility requirements and enrollment basics to insider strategies for tapping into the Canada Disability Savings Grant and Bond programs, you'll gain a solid foundation in RDSP planning. Dive into how RDSPs interact with other benefit programs and uncover planning opportunities tailored to the often unique needs of persons with disabilities.
Packed with real-world insights and practical strategies, this course is your launchpad to confidently guide others—or yourself—toward providing long-term financial security and independence for disabled beneficiaries.
Join us and start turning potential into power—one RDSP at a time.
11 activities • 15 videos • duration: 1h 22m
Michael Naito, CPA, CA, TEP, CFP® spent over a decade in public accounting primarily focused on taxation of Canadian owner-manager clients with a focus on corporate reorganizations, succession planning, and estate planning. Michael now works in the wealth management industry assisting investment advisors with holistic wealth planning services for their clients. Michael is a continuous learner and has a passion for teaching and mentoring others which is reflected in his continued involvement in facilitating the CPA Canada In-Depth Tax Program.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
Excellent information from starting to drawing income with integration of other tools and gov’t benefits well done
Great course — I would have appreciated a deeper dive into the Key Features and Withdrawals process.
Found this course very informative.
Excellent and informative information and presentation
