IRAs - MT
Insurance Continuing Education in Montana
$16.95
4 credit hours
* A roster fee of $1.00 per credit is required to file Insurance Continuing Education credit in Montana. That fee is collected as part of your purchase and is then used to pay for the filling of your credits.
If you take this course you may also choose to earn the following additional credits:
CE for CFP® Professionals
American College CE (PACE)
If purchased today, this course must be completed by:
March 19, 2026 (365 Days)
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 Montana Insurance Continuing Education
- Course material may not be downloaded.
- Exam is closed book.
- Montana requires a passing score of 70% or higher on the final exam.
- You may access the final exam once you have reviewed all modules for an online course. There is no seat time requirement.
- The state of Montana charges an additional fee of $1.00 per credit hour.