The Advisors Guide to IRAs

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
Price:  $29.95
Updated:  April 2020
CFP Credit
Credit Hours: 10
Credit Type: General Financial Planning Principles
Provider: Broker Educational Sales & Training, Inc.
Provider #: 2155
Study Level: Advanced
Exam Details
Monitored: No
Questions: 100
Passing Score: 70%
Retakes: Unlimited