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Professional Financial Planning Course (PFPC)

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Question 1 · Tax Planning

A client is considering a Spousal RRSP contribution. If the contributing spouse makes a contribution in the current year and the annuitant spouse withdraws funds 18 months later, how is the withdrawal taxed?

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About this exam

Professional Financial Planning Course (PFPC)

Advanced professional planning practice for candidates progressing toward the Personal Financial Planner designation.

CSIAdvanced

Exam syllabus

What PFPC candidates need to cover

Professional Financial Planning Course (PFPC) prep works best when you move from a short diagnostic quiz into repeated review of the topics that keep costing marks.

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