IRAs - CA

Insurance Continuing Education in California

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Your Price: $11.01

regular price: $12.95

4 credit hours

If purchased today, this course must be completed by:
August 31, 2022 (102 Days)

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:282751
Approved Title:IRA's
Approved Credits
4 credits in Life Only/Accident and Health
Provider:InsuranceStudy.com
Provider Number:38124
Topics Covered:Life and Health, Financial Planning, Life
Program Level:Advanced

Rules for California Insurance Continuing Education

  • Course material may not be downloaded.
  • Exam is closed book.
  • The state of California requires providers to restrict access to the final exam until a student has completed the course material in its entirety.
  • California's CE vendor, Vertafore, charges an additional fee of 65 cents per credit hour for us to electronically upload course completions directly to your CE transcript.