An RESP account and an education goal are separate. Record the RESP in the Evaluation, then add or review the education goal in the applicable Financial Insights scenario.
Before you begin
Confirm the child is included in Family Info.
Add the RESP in the Evaluation if the household has one.
Open the scenario where the education cost should be modelled.
Add the goal
In Financial Insights, confirm the intended scenario.
Open Goals and select the education goal option shown.
Enter the available beneficiary, timing, and cost fields using the client's verified information.
Save the goal.
Review the education result in Goals and the applicable years in Details.
Entering an RESP does not create an education goal. The account records the asset; the goal records the planned education cost. If the education goal is missing, record the selected scenario, the exact visible state, and the relevant saved Family Info and Evaluation information.