Annuities (Meets NAIC 2010 Suitability Guidelines) - CFP®
CFP® Certification CE
Take This Course
$19.38
3.5 credit hours
Price includes
CFP® Course :
$15.00
Roster Fee :
$4.38
* A roster fee of $1.25 per credit is required to file CFP® Certification CE credit. That fee is collected as part of your purchase and is then used to pay for the filling of your credits.
If purchased today, this course must be completed by:
December 31, 2023 (28 Days)
If you take this course you may also choose to earn the following additional credits:
Insurance Continuing Education
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.
The final exam will not be available until the CFP® professional has completed the required coursework.
Description
NAIC Annuities was developed to meet the training requirements established in the NAIC Suitability in Annuity Transactions Model Regulation.
Upon completion of this course an agent should have:
- adequate knowledge of the types of annuities and various classifications of annuities
- be able to identify the parties to an annuity
- understand how fixed, variable and indexed annuity contract provisions affect consumers
- understand the application of income taxation of qualified and non-qualified annuities
- understand the primary uses of annuities
- be conscious of the appropriate sales practices, replacement and disclosure requirements when dealing with annuities
Exam Details
Need Proctor?No
Question Count:20
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:203324
Approved Title:Annuities (2010 NAIC Suitability)
Approved Credits
3.5 credits in CFP® CE Credit
Provider:InsuranceStudy.com
Provider Number:4717
Topics Covered:Annuities, Annuity Suitability
Program Level:Intermediate
This course has been certified by:
Rules for CFP® Certification CE
- Course material may be downloaded. Most online materials will have a PDF version available on your dashboard to download.
- Exam is open book. You will not be able to access the online materials at the same time as the exam, but you may use your notes and the PDF download of the material, if that is available for your particular course.
- You must review the entire course before viewing or completing the exam.
- The state of National charges an additional fee of $1.25 per credit hour.