IRAs - NC
Insurance Continuing Education in North Carolina
$20.95
4 credit hours
* A roster fee of $2.00 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 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:
February 15, 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
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.
** Your exam may be longer if Training or American College CE (PACE) credits are included with your course.
Course Details
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 $2.00 per credit hour.