Registered Education Savings Plan (RESP) training
Thank you for your registration to the RESP online training. Please find below the training material and quick links that will be useful during and after your training.
RESP fundamental principles
Training materials
Exercises to be completed during the training
- Exercise #1: Roles and responsibilities
- Exercise #2: Plan types
- Exercise #3: Family plan
- Exercise #4: Adding beneficiaries to an existing family RESP
- Exercise #5: Canada Learning Bond
- Exercise #6: Primary caregiver
- Exercise #7: Educational assistance payment
- Exercise #8: Transfers
- Exercise #9: Accumulated income payment
- Exercise #10: Payments to a designated educational institution
- Exercise #11: Contribution withdrawals and repayment
Quick links
Applying to education savings incentives
Step-by-step guide to filling out application forms:
Application forms:
- Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
- CLB Adult Beneficiaries
- Annex A: Additional beneficiaries
- Annex B: Primary caregiver or their spouse and/or custodial parent/legal guardian
- Annex D: British Columbia Training and Education Savings Grant (BCTESG)
RESP transfers
Transfer form:
Processing of RESP transactions
Training materials
- Presentation
- Promoter transactions and CESP reports reference sheet
- How did you like this training? Share your feedback with us!
Exercises to be completed during the training
- Exercise #1: Formatting and validation
- Exercise #2: Refusal reasons
- Exercise #3: Mandatory fields
- Exercise #4: Incorrect beneficiary information
- Exercise #5: Correcting a financial transaction due to administrative errors
- Exercise #6: Contribution withdrawals and repayments
Quick links
User guide:
Have a great training!
The Training and Operations Support Team
NC-CESP-PCEE-TOS-FSO-GD@hrsdc-rhdcc.gc.ca