Course Outline
 

Course Title

  

Borrowing To Invest: Pay Down The Mortgage or Invest in a RRSP?

Course Category

    Online
Target Audience  

Financial Advisors

Continuing Education

  

Advocis (formerly CAIFA & CAFP) (Approval number: CE3604)
IQPF (Approval number: IQPF01-04-0005 - Level 2)
Life Insurance Council of Manitoba
Insurance Councils of Saskatchewan
Chambre de la Sécurité Financière
CMA - Continous Professional Learning and Development (CPLD)
IDA - Professional Development
CA - Continuing Professional Development (CPD)

Prerequistes

   None
Objectives   Have your clients ever asked you what they should do with their bonuses, lottery winnings or other cash ''windfalls''? Should they use the money to pay down their mortgage or invest that money in an RRSP? Chances are your advice was to ivest it. But, did you have solid reasons for givingt this advice? Could you prove the value of such a choice? This course will show you how to give this kind of advice - when it is more appropriate to pay down the mortgage, and when it is better to ivesti n an RRSP. It will also explain the implications of leveraging investment. A downloadable calculator tool ( to both desktop and Palm Pilot) is included with this course.
Subject by level  

Topics    
Duration   2 credits hours
Time to comple the course  
Date  
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