The benefit to the client: They are regarded as elite professional financial advisors who raise the bar in developing practical solutions for individuals, business owners, and professionals in risk management, wealth creation and preservation, estate planning, and wealth transfer.

The prestige associated with the internationally recognized Trust and Estate Practitioner, TEP, designation demonstrates to clients and employers that you have an advanced understanding of the trust and estates field and that you take a proactive approach to being at the forefront of the latest developments in the industry.

What is the Registered Retirement Consultant (RRC) Designation?
The Registered Retirement Consultant Designation program was established in 2009 and provides the learner with an advanced understanding of financial planning concepts and strategies with a specialization in retirement and estate planning. The program contains technical knowledge that enables a financial planner to speak to clients confidently and competently.
The RRC designation is approved through FSRA in Ontario as a Financial Planner (FP) Title.

With successful completion of the Registered Retirement Consultant (RRC) program and subject to meeting a qualifying work experience requirement and agreeing to abide by a code of conduct and ethics and standards of practice, the learner has earned the right to use the prestigious RRC certification mark (the individual must satisfy an annual continuing education obligation to maintain RFRA certification).