Self-Study Continuing Education Courses
for Financial Professionals

Nonqualified Plans View Table of Contents [ Print This Page ] Credits: CFP®: 4 Licenses: CFP PACE Another title in our Advisor's Short Course® series. This course was updated on 2/5/2008. What's Covered This course examines the four popular nonqualified selective benefit plans being sold in the marketplace. The course considers the nature and use of: Split dollar plans Executive bonus plans Deferred compensation plans Group carve-out plans The course examines the considerations that are relevant to establishing nonqualified plans, including the economic and tax issues, and discusses the financial products that are generally preferred in their funding. It looks at the tax treatment, given the various plans, and it specifically addresses the still-unresolved tax issues surrounding split dollar plans. 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. Beacon Hill e-Exam This course comes with our new e-Exam electronic exam answer sheet. Now you can 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 about fifteen 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.) If you are ordering the print version of the course, you can use the faxable answer sheet that is included with the course, or go online to our Resources page and download the e-Exam answer sheet form (course #206) . 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:  $69.00 Download Price:  $59.00 Quantity  Purchase Option:  Print Version Download Version