IRAs - MT

Insurance Continuing Education in Montana

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$16.95

4 credit hours

Price includes
CE Course :
$12.95
Roster Fee :
$4.00

* 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 purchased today, this course must be completed by:
August 29, 2024 (94 Days)

Description

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

Need Proctor?No
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

Approved Title:IRAs
Approved Credits
4 credits in General
Provider:InsuranceStudy.com
Topics Covered:General Principles of Financial Planning, Retirement Savings
Program Level:Advanced

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.