FHSA: The Key to Next Generation Planning

This presentation provides a comprehensive overview of the First Home Savings Account (FHSA) and demonstrates how advisors can use it as a strategic planning tool for first-time homebuyers and younger clients. It examines eligibility requirements, qualifying homes, contribution limits, tax deductions, transfers, withdrawals, successor holder rules, beneficiary designations, and deregistration requirements. The session also compares the FHSA with other registered plans, explains how it integrates with the Home Buyers' Plan (HBP), and explores planning opportunities for clients who ultimately do not purchase a home. Advisors will gain practical insight into maximizing tax-efficient savings, coordinating registered account strategies, and incorporating the FHSA into broader financial, retirement, and wealth planning conversations.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 56m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 Life credit (in AIC bundles & webcasts) * ICS - 1 Seg Fund credit * ICM - 1 Seg Fund credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Sadaf Chowdhury

Sadaf comes with 9 years of industry experience with previous stints at some of the largest banks and insurance carriers in Canada, where he has spent most of his time working with financial advisors and helping them grow their business. Sadaf is also currently working to complete his CFA designation.