All courses meet Certifed Retirement Counselor (CRC®), American College designations and RICP, College for Financial Planning CRPC, Investments and Wealth Institute RMA, ASPPA, and CFP® continuing education requirements, which means courses are also accepted by most other retirement-related designations.
Bi-monthly live CFP ethics CE webinars can be purchased separately. CFP CE webinars and rebroadcasts can be purchased to view on-demand, or save on CE by purchasing a 90-day or annual subscription.
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09/11/2018 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – Register here – Rebroadcast
September 11, 2018 @ 3:00 PM - 4:00 PM EDT
Mistakes with IRA transactions are a common occurrence, which can result in loss of tax-deferred status and penalties being owed to the IRS. Advisors need to put measures in place to help their clients avoid mistakes and where possible, correct mistakes that have already been made.
This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, September 11, 3:00 PM –4:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this on-demand recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
The course is $29 for non-subscribers or free for subscribers. Subscription includes this no-quiz rebroadcast webinar, and 60+ live, rebroadcast, and on-demand courses – 90 Days for $99 or 365 Days for $199. Become a Subscriber and save on CE.