IRAs - NJ
Insurance Continuing Education in New Jersey
$12.95
4 credit hours
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
New Jersey 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.
** Your exam may be longer if Training or American College CE (PACE) credits are included with your course.
Course Details
Rules for New Jersey 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.