| Course
Name (Format) |
CEU |
Cost |
|
|
| ACCE CFP Board Code of Ethics (Required ETHICS)**($20) (Online) | 2 | $35.5 | Buy |
|
| Anti-Money Laundering (Online) | 5 | $32 | Buy |
| Anti-Money Laundering (Text Book) | 5 | $42 | Buy |
|
| Annuities (Text Book) | 5 | $51 | Buy |
|
| Annuities Today (Online) | 7 | $32 | Buy |
| Annuities Today (Text Book) | 7 | $51 | Buy |
|
| Asset Allocation (Online) | 4 | $32 | Buy |
| Asset Allocation (Text Book) | 4 | $61 | Buy |
|
| Business Retirement Plans (Online) | 4 | $22 | Buy |
| Business Retirement Plans (Text Book) | 4 | $32 | Buy |
|
| End of Life Issues & Advance Directives (Online) | 3 | $20 | Buy |
| End of Life Issues & Advance Directives (Text Book) | 3 | $27 | Buy |
|
| Estate Planning (Online) | 7 | $32 | Buy |
| Estate Planning (Text Book) | 7 | $51 | Buy |
|
| Evolution Of Health Insurance (Online) | 6 | $22 | Buy |
| Evolution Of Health Insurance (Text Book) | 6 | $51 | Buy |
|
| Exploring Deferred Annuities (Online) | 4 | $22 | Buy |
| Exploring Deferred Annuities (Text Book) | 4 | $32 | Buy |
|
| Got Retirement? What About IRAs..... (Online) | 3 | $27 | Buy |
| Got Retirement? What About IRAs..... (Text Book) | 3 | $32 | Buy |
Got Retirement? What About IRAs & Simple Plans ..........Traditional, Roth, Coverdell, SIMPLE, SEP
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 & Simple Plans.
It explores the wide variety of Individual, Roth, Simple and SEP IRAs to mention a few. It includes discussion and education on key areas that all are part of the retirement funding landscape.
Besides exploration of IRAs & Simple Plans, it acknowledges and includes 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.
This course is comprised of 4 Sections each with several chapters along with additional resource pages of charts, graphs, and other visual tools for enhancing the value of the information as well as to enhance recall beyond the course.
It aims to provide the newest agent as well as the veteran agent with a format for gaining new insight into this critical area for Americans as well as current info and regulations pertinent to this area of expertise.
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 understanding competency in retirement issues
♣ Increase specific knowledge about Traditional, Roth, and Educational IRAs
♣ Increase specific knowledge about Employer's Simple IRAs and SEP 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
(92 pages - 15 questions)
(Close Detail) |
|
| Health Insurance Plans (Online) | 4 | $32 | Buy |
| Health Insurance Plans (Text Book) | 4 | $61 | Buy |
|
| Intro To Variable Annuities (Online) | 5 | $21 | Buy |
| Intro To Variable Annuities (Text Book) | 5 | $32 | Buy |
|
| IRA Products and Simple Plans (Online) | 3 | $32 | Buy |
| IRA Products and Simple Plans (Text Book) | 3 | $61 | Buy |
|
| Keys To Asset Allocation (Online) | 4 | $22 | Buy |
| Keys To Asset Allocation (Text Book) | 4 | $32 | Buy |
|
| Life Insurance, Disability Income & Annuities (Online) | 7 | $32 | Buy |
| Life Insurance, Disability Income & Annuities (Text Book) | 7 | $51 | Buy |
|
| Mutual Fund Investing (Online) | 5 | $32 | Buy |
| Mutual Fund Investing (Text Book) | 5 | $42 | Buy |
|
| Mutual Funds and Individual Securities (Online) | 3 | $32 | Buy |
| Mutual Funds and Individual Securities (Text Book) | 3 | $61 | Buy |
|
| On Aging: LTC, LTC Insurance & LTC Partnership (Online) | 6 | $22 | Buy |
| On Aging: LTC, LTC Insurance & LTC Partnership (Text Book) | 6 | $51 | Buy |
|
| Personal Income Protection (Online) | 3 | $20 | Buy |
| Personal Income Protection (Text Book) | 3 | $27 | Buy |
|
| Retirement...Individual & Employer Sponsored Plans (Online) | 6 | $32 | Buy |
| Retirement...Individual & Employer Sponsored Plans (Text Book) | 6 | $51 | Buy |
|
| Roth & Other IRA Plans (Text Book) | 5 | $51 | Buy |
|
| Senior Fraud Awareness (Online) | 3 | $32 | Buy |
|
| Small Business Retirement Plans (Text Book) | 2 | $20 | Buy |
|
| Suitability In Annuity Transactions (Online) | 6 | $32 | Buy |
| Suitability In Annuity Transactions (Text Book) | 6 | $51 | Buy |
|
| The Living Trust and Probate Avoidance (Text Book) | 4 | $61 | Buy |
|
| Understanding Living Trusts (Online) | 3 | $32 | Buy |
| Understanding Living Trusts (Text Book) | 3 | $61 | Buy |
|
