Self-Study Continuing Education Courses
for Financial Professionals

Individual Retirement Accounts View Table of Contents [ Print This Page ] Credits: CFP®: 3 Licenses: CFP PACE Another title in our Advisor's Short Course® series written specifically for financial advisors. This course was updated on 2/5/2008. What's Covered This course examines the rules governing traditional and Roth IRAs, Education IRAs (Coverdell Education Savings Accounts), simplified employee pensions, and SIMPLEs. Upon successful completion of this course, the advisor will have a thorough understanding of: 1. Traditional and Roth IRA rules with respect to eligibility and contributions; 2. The benefits of tax-deferred accumulation; 3. The rules governing traditional IRA distributions, rollovers, transfers and conversions to Roth IRAs; 4. The tax rules governing traditional and Roth IRA contributions and withdrawals; 5. The rules applicable to Coverdell Education Savings Accounts; 6. The contribution and distribution rules governing SEPs and SIMPLE IRAs. Beacon Hill e-Exam This course comes with our e-Exam electronic exam answer sheet. You complete your exam on your computer using an electronic PDF form and, with the click of a button, Email it in for grading and, in under thirty minutes, you will receive an Emailed response with your certificate attached. The e-Exam electronic PDF form is included with the course file  on the downloadable PDF version of the course. You don't need to log-on to our Website – the form is attached directly to the course. ( If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.) Author Paul Winn, CLU, ChFC What's Included Course text (67 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board. Additional CE credit Information CFP® and PACE credit available in all states. Field(s) of Study: Retirement Planning (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation). Program delivery method: Self-study–print or download. How to Order Order online or by phone (800-588-7039) To order online: Enter quantity below Select purchase option (Print or Download Version) Click "Add to Cart" Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Print Price:  $59.00 Download Price:  $49.00 Quantity  Purchase Option:  Print Version Download Version