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Courses |
Credits |
Roster Fee |
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Effects of Market Uncertainty on Retirement Planning (CE)
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Life/Health: 3
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$0.00
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| 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. This course has been approved by the Florida Department of Financial Services for insurance continuing education credit. Course ID: 46032 |
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Ethics and Professional Conduct (CE)
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Ethics: 2
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$0.00
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| 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. |
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Income Planning for Retirement (CE)
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Life/Health: 4
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$0.00
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| 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. |
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Introduction to Individual Retirement Accounts (CE)
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Life/Health: 1
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$0.00
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| 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. This course has been approved by the Florida Department of Financial Services for insurance continuing education credit. Course ID: 98252 |
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Retirement Planning (CE)
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Life/Health: 3
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$0.00
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| 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. This course has been approved by the Florida Department of Financial Services for insurance continuing education credit. Course ID: 46037 |
