Certified 401(k) Planner

Provider: Quest Continuing Education Solutions Show Dual Credit Only
Effects of Market Uncertainty on Retirement Planning (CE)
$14.95
Life/Health: 3 Credits

This course will help the students understand the psychological and financial impact that market volatility has on consumers and on the retirement planning process. It discusses how variable products can provide tools and solutions to mitigate the effects of market uncertainty on retirement portfolios. Asset allocation, dollar cost averaging, guaranteed living benefits and other ideas will be discussed as they relate to long-term retirement planning under all types of market conditions. * This course is not Texas classroom equivalent. FL Agents: Eligible License CE 9901 - Generic Life and General Lines | Advanced

Training Topics

- Market Uncertainty and Investor Reaction - Long-Term Nature of Variable Annuities - Buy and Hold Strategy - Dollar Cost Averaging - Slit Averaging Strategy - Death Benefit

Dual Credit

APA
ASPPA
CFFP
CFA
NAPA
NTSA
Ethics and Professional Conduct (CE)
$14.95
Ethics: 2 Credits

This course covers some of the basics of ethics, including offering a glance at past legislation that has brought us to where we are today. By also outlining the importance of the professional, this course gives a concrete explanation of the importance of ethics to today's financial professional.

Training Topics

- Valuing Professionalism - The Armstrong Investigation of 1905 - Stock Market Reforms - Compliance and Professionalism - What is Professionalism - The Pursuit of Excellence - Helping the Client Understand Ethics

Dual Credit

APA
ASPPA
CFA
IMCA
NAPA
NTSA
Income Planning for Retirement (CE)
$14.95
Life/Health: 4 Credits

The objective of this course is to provide an understanding of the need for planning for retirement income needs as a part of the financial planning process. The topics covered include the need for planning, asset allocation, annuitization, and payout options available. The course concludes with an enumeration of the steps that need to be taken to plan for retirement income, including a detailed case study. * This course is not Texas classroom equivalent.

Training Topics

- Current Market Statistics - Money for Retirement - Future Income Needs - The Time Value of Money - Risk Tolerance - Types of Risk - Measuring Risk - Erosion of Purchasing Power - Tax Traps - Choosing a Type of Payout - Asset Allocation

Dual Credit

APA
ASPPA
CFP
CRC
CFFP
CFA
IMCA
NAPA
NTSA
PRP
Introduction to Individual Retirement Accounts (CE)
$14.95
Life/Health: 1 Credit

This course provides an overview of individual retirement accounts including traditional and Roth IRAs, eligibility, funding, distribution, and taxation. It also discusses RIA rollovers from qualified plans, and the DOL's new rule to expand the definition of a fiduciary to those who recommend such rollovers or otherwise work with IRA clients. FL Agents: Eligible License 9900 Generic Life/Health/Variable - Misc Subjects | Intermediate

Training Topics

- Overview of IRAs - Types of IRAs - Contributions - eligibility and tax considerations - Taxation of Distributions - traditional vs. Roth, premature, RMDs, inherited IRAs, etc. - Roth conversions - Qualified plan rollovers to IRAs - Rollover suitability - Department of Labor (DoL) Fiduciary Rule

Dual Credit

APA
ASPPA
IMCA
NAPA
NTSA
PRP
Retirement Planning (CE)
$14.95
Life/Health: 3 Credits

This course will familiarize the participant with the growing financial needs of retirement and the need for saving and investing for retirement. Subjects in the course include calculating income needs for retirees, future value of money and retirement spending. The participant will learn about different sources of retirement income including fixed and variable annuities in addition to various types of retirement income savings tools. * This course is not Texas classroom equivalent. FL Agents: Eligible License CE 2-16 - Life | Advanced

Training Topics

- How Much Money Will You Need at Retirement - Future Income Need - The Time Value of Money - Expenses - Early Retirement - Social Security - Employer Sponsored Retirement Plans - Self-Employed Retirement Plans - Education Plans

Dual Credit

APA
ASPPA
CFFP
CFA
NAPA
NTSA