The Advisors Guide to IRAs

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Course Description:

This course covers all aspects of Individual Retirement Accounts. The course is designed to help the financial advisor or insurance professional benefit the client with more in-depth information concerning the history and specific types of IRAs, investing, protections, estate planning, and education.

Learning Objectives

Upon completion of this course the student will be able to:

  • Describe the history and creation of the Individual Retirement Account
  • Select specific and appropriate IRAs
  • Determine eligibility for participation, rollovers and distribution
  • Apply all contribution and tax rules
  • Present the use of the IRA as an investment vehicle
  • Explain protection of IRA assets in retirement and estate planning
  • Establish a Coverdell Education Savings Account

CIMA/CPWA Credit Hours: 10

Course Details

Credit Hours





Last Updated:  January 2020
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