IRAs - NC

Insurance Continuing Education in North Carolina

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$21.15

4 credit hours

Price includes
CE Course :
$12.95
Roster Fee :
$8.20

* A roster fee of $2.05 per credit is required to file Insurance Continuing Education credit in North Carolina. 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 (202 Days)

North Carolina requires an electronic affidavit for online self-study courses. For correspondence courses (textbooks) students must submit BOTH an electronic and also a signed paper affidavit.
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:23
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:43380
Approved Title:IRAs
Approved Credits
4 credits in General
Provider:InsuranceStudy.com
Provider Number:13051
Topics Covered:General Principles of Financial Planning, Retirement Savings
Program Level:Advanced

Rules for North Carolina Insurance Continuing Education

  • Course material may not be downloaded.
  • Exam is closed book.
  • Licensees will receive credits only once for a course completed in the licensee's current compliance period regardless of the number of times the same course is taken.
  • The state of North Carolina requires intermittent security checks to validate the individual taking the course is the individual also taking the final exam.
  • The state of North Carolina requires providers to restrict access to the final exam until a student has completed the course material in its entirety.
  • The state of North Carolina charges an additional fee of $2.05 per credit hour.