Individual Retirement Accounts  #290523-2

CDFA®: 5.5

Course Description

Course publication/revision date:This course was updated on 2/24/2023 to cover the SECURE Act. .

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