Login View Cart
Items In Cart: 0 Total: $0.00

Individual Retirement Accounts  #290524



Course Details, Learning Objectives, Table of Contents

Credits
CPA 5.5
CFP® 4

CDFA®: 5.5

Course Description

Course publication/revision date:This course was updated on 1/16/2024.

In this course you will be introduced to terms and concepts used in connection with individual retirement accounts. Each new term is defined in the text and included in the Glossary. The concepts are explained and, where appropriate, are demonstrated through the use of examples.

At the conclusion of each important section, a Review Quiz is presented to test comprehension of the material presented. A response is given to each answer you select to the questions in the Review Quiz affirming the correct choice or explaining why the choice you selected was incorrect.

Course, Credit, Sponsor Information  
Open link (above): Course Details, Learning Objectives, and Table of Contents.
Author: Paul J. Winn, CLU, ChFC
Subject Area: CFP Board: Retirement Planning;  IDFA: Financial Planning; NASBA (CPA): Specialized Knowledge and Application.

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.

How To Register Online
1. Enter Quantity 
2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. After checking out, return to "My Account" to view your course and online exam.

Discounts and shipping/handling, if applicable, are added during checkout
 

Online Book, Online Exam Price   $51.00
Hardcopy Book, Online Exam Price   $66.00

Quantity: 
Purchase Option: 
CFP® Credit Reporting Fee:
CFP Board now charges a per-hour fee for credit reporting. You are required to pay this fee if you want CFP® credit for this course. If you are not a CFP Board certificant, select Decline

Add to Cart
Go Back

Have a Question?
Call 800-588-7039

Join our Discord!

We accept all major credit cards



CFP , CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
CPE Beacon Hill Financial Educators, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
IRS Approved Education Provider Copyright © 2001 - 2024 Beacon Hill Financial Educators Inc.® All Rights Reserved.
51A Middle Street, Newburyport, MA 01950
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
contact@bhfe.com