IRAs

Professional Recertification (PRCE)

Take This Course

$10.00

4 credit hours

If purchased today, this course must be completed by:
July 13, 2021

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:15605
Approved Title:IRAs
Provider:InsuranceStudy.com
Provider Number:770
Topics Covered:Life and Health, Financial Planning, Life
Approved Credits
4 credits in PRCE
Program Level:Advanced

Rules for American College PRCE (formerly PACE)

  • Course material may be downloaded.
  • Exam is open book.