• Read more about CE 155 25 IRA Rules You Must Know (Part Two)

This course resumes the examination of the 25 IRA rules every financial professional must know. Students explore the 5-year rules for Roth IRAs, qualified domestic relations orders or QDROs, non-spouse beneficiary rollover rules, and goes in-depth on the 10% early distribution penalty exceptions including cases and planning ideas. 000369 IRA Single Course 5 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003691 2.5G

• Read more about CE 154 25 IRA Rules You Must Know (Part One)

This course is the first of three courses dedicated to the 25 IRA rules every financial professional must know. Students explore the first 10 rules, essential IRA planning strategies, the RMD aggregation rules, 5-year rule confusion after death, creditor protection of IRAs, and Medicaid treatment of retirement accounts. 000368 IRA Single Course 4 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003681 2.5G

• Read more about CE 153 IRA Beneficiary Examples, Mistakes, and Checklists

This course provides an overview of the foundational IRA beneficiary knowledge needed to achieve IRA success for financial professionals and their clients.?Students identify the right questions to ask to avoid potential IRA beneficiary mistakes. 000367 IRA Single Course 3 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003671 2G

• Read more about CE 152 Planning for the End of the Stretch IRA

This course examines planning for the end of the stretch IRA and discusses the application of the 10-year rule. Through a series of examples, students will learn how the SECURE Act’s post-death payout rules will assist their beneficiary clients. 000366 IRA Single Course 2 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003661 1.5G

• Read more about CE 151 Navigating the SECURE Act

This course provides an overview of the CARES and SECURE Acts in 2022. Students gain insight on how this legislation up-ended long standing retirement rules. Other topics explored in this course include, Coronavirus-Related Distributions (CRDs), CRD income inclusion and repayment provisions, and the SECURE Act summary of key changes. 000365 IRA Single Course 1 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003651 1G

• Read more about CE 128 Ethics in the Financial Services Profession

This course reviews timely and relevant ethical issues in the financial services profession. This course is for ethics credit towards Professional Recertification credit only. The proctored version for state CE is currently being reviewed for state insurance CE approval. *State CE pending. PRP available for students. 000333 CONTINUING EDUCATION (CE) Single Course 1 1.00 Continuing Education No Yes 0003331 AL AR AZ CA CO CT DE GA HI IA ID IN KS KY LA MA MD MI MN MS MT NC NE NH NM NV NY OK OR PA RI SC SD TN UT VA VT WI WY MO FL WA IL OH ND WV PR 0

• Read more about EXEC 410 Black Executive Leadership Program

The program is an Executive Level Training aimed at preparing the next generation of Black Executive in the financial industry. It is taught with hands-on interactive seminars with a combination of live in-person events and live virtual events. 000401 Black Executive Leadership Program Single Course 1 1.00 Consumer Financial Education Continuing Education No No 0004011 0