IRAs - CFP®

CFP® Certification CE

Take This Course

$18.75

3 credit hours

Price includes
CFP® Course :
$15.00
Roster Fee :
$3.75

* 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, 2024 (314 Days)

The final exam will not be available until the CFP® professional has completed the required coursework.
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:15
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:310254
Approved Title:IRAs
Approved Credits
3 credits in Retirement Savings and Income Planning
Provider:InsuranceStudy.com
Provider Number:4717
Topics Covered:General Principles of Financial Planning, Retirement Savings
Program Level:Advanced

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.