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Tax-Free savings accounts online course

The purpose of this course is to serve as a refresher of the theory background as it relates to tax-free savings accounts. With this basis in place it aims to engage financial planners to consider certain advice aspects – with reference also to their own advice processes.

You will benefit from this course if you want to know more about tax-free savings accounts and the:
  • taxability, transferability and use thereof in a client portfolio
  • available investment vehicles within which a tax-free savings account can be selected
  • feasibility of entering into contracts in the names of children.

Online course details

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