The Advisors Guide to IRAs
This course has been
developed to provide you with the most up-to-date information
to assist your clients in contributing to an IRA, rolling over
funds to an IRA, managing the IRA, and distributing IRA assets,
as required by various sections in the Internal Revenue Code.
If you are looking for an easy way to get CE credit, I recommend that you do not take this course. This course requires
you to spend up to the amount of credit hours listed by your state of reading and reviewing self-study course material prior
to attending an in-depth 1.5-hour training course, and then take an electronic exam with 50 questions
and receive a passing grade of 70% or higher, in order to receive the CE credit. (The following states require a 100 question exam:
FL, IN, MS & OH. You will receive 10 credits of CIMA/CPWA/RMA.)
INSTRUCTOR: EDWARD J. BARRETT
CFP®, CHFC®, CLU®, CEBS®,
RPA, CRPS®, CRPC®, CPFA
Founder, President and CEO of Broker Educational Sales &
Training, Inc. (BEST)
Date: TUESDAY, JANUARY 26, 2021
Time: 1:00pm - 2:30pm EASTERN
Credit: Provides the maximum amount of State Insurance CE credit and 10 CE credit hours of CFP and 5 CE credit hours of CIMA/CPWA/RMA credit. 1 Electronic exam. 2
Cost: $54.95 (USD)
NO credit will be received for attending the webinar.
- $54.95 for the event.
- State Insurance filing fees if applicable.
- $10.00 per certificate for CFP®, CIMA/CPWA or other professional designations.