IRAs
Training
Add to Cart
$39.95
4 credit hours
If purchased today, this course must be completed by:
December 31, 2024 (226 Days)
If you take this course you may also choose to earn the following additional credits:
CE for CFP® Professionals
Professional Continuing Education
The material for this course is also available as a downloadable PDF.
This course is ready to be viewed on both iOS and Android tablets.
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
Course Number:8022
Approved Title:IRAs
Approved Credits
4 credits in General Knowledge
Provider:InsuranceStudy.com
Provider Number:TRNG
Topics Covered:General Principles of Financial Planning, Retirement Savings
Program Level:Advanced
Rules for Training
- For the courses which include PDF material, the course material may be downloaded for a nominal fee.
- Exam is open book.