IRAs - CA
Insurance Continuing Education in California
$15.55
4 credit hours
* A roster fee of $0.65 per credit is required to file Insurance Continuing Education credit in California. That fee is collected as part of your purchase and is then used to pay for the filling of your credits.
If purchased today, this course must be completed by:
December 31, 2024 (69 Days)
CE for CFP® Professionals
American College CE (PACE)
This course was designed, constructed and written to provide continuing education for Financial Professionals in the area of individual saving for retirement with special attention to IRAs.
It acknowledges and includes some examination of the Educational IRA (Coverdell Education Savings Account) as well due to the competing needs of retirement and education. It also highlights withdrawals for education expenses that are a common component of the 3 government sponsored accumulation programs.
Course Objectives
- Inform students about practical and useful realities in the marketplace, government involvement and the economy that relate to saving for future needs.
- Increase student’s overall competency in retirement issues
- Increase specific knowledge about Traditional, Roth, and Educational IRAs
- Clarify the differences between retirement alternatives
- Provide a basis for analysis for retirement income needs.
- Examine approaches for determining a plan for saving to meet the goal
Exam Details
Course Details
Rules for California Insurance Continuing Education
- Course material may not be downloaded.
- Exam is closed book.
- The state of California requires providers to restrict access to the final exam until a student has completed the course material in its entirety.
- California's CE vendor, Vertafore, charges an additional fee of 65 cents per credit hour for us to electronically upload course completions directly to your CE transcript.