Designing Qualified Plans - CT
Insurance Continuing Education in Connecticut
Add to Cart
$12.95
3 credit hours
If purchased today, this course must be completed by:
July 06, 2021
If you take this course you may also choose to earn the following additional credits:
CFP Certification Continuing Education
Professional Continuing Education
The material for this course is also available as a downloadable PDF.
This course is ready to be viewed on both iOS and Android tablets.
Connecticut insurance continuing education requires an impartial third-party proctor be present during your final exam. The proctor cannot be a friend, relative or co-worker of the licensee, nor anyone with a financial interest in the exam result.
Description
There are many issues that are normally addressed in the design of a qualified plan; this course has been developed to introduce you to them. In it, we will discuss qualified plan design issues in large and small companies. Our emphasis, however, will be on the plans of small companies. Although “small” means many different things in different contexts, the meaning given to the term “small company” in this course is an employer that has fewer than 25 employees.
In this course you will learn about:
- Characteristics of Qualified Plans
- Designing the Plan Based on Employer Objectives
- Qualified Plan Data Collection
- Meeting the Employer’s Objectives
Exam Details
Need Proctor?Yes
Question Count:25
Passing Grade:70%
Attempts to Pass:Unlimited
Note: If you choose to request additional credit types while taking this course, the number of exam questions and proctor rules may change to meet those credits' requirements.
Course Details
Course Number:112181
Approved Title:Designing Qualified Plans
Provider:InsuranceStudy.com
Provider Number:13051
Topics Covered:Life and Health, Financial Planning, Life
Approved Credits
3 credits in LH - Life and Health
Program Level:Advanced
Approved by the State of Connecticut Insurance Department for insurance producer continuing education.
Rules for Connecticut Insurance Continuing Education
- This state allows for course material to be downloaded. Please note that not all courses will have content that is suitable or available for downloading.
- Exam is closed book.
- Producers cannot receive CE credit for both a self-study (examination) course and a classroom course based on the same published materials.
- The state of Connecticut charges an additional fee of $3.75 per course.