Course Overview

This course introduces IRAs (Individual Retirement Arrangements), employee-sponsored plans and other tax-preferred accounts. For companies that interact with these accounts, this training teaches professionals the framework of core concepts.

In this introductory course, you will learn:
• What an individual retirement arrangement is (and is not)
• How accounts & annuities differ in practice
• How to differentiate between every agreement and account

Course Details

  • 23 Minutes of Instruction

  • 0.5 Continuing Education (CE) Credits

  • $49

  • Beginner Level

  • CISP, CTFA, & CRSP Designations

Course Syllabus

  • 1

    Introduction to IRAs I

    • Getting Ready with Course Resources

    • Individual Retirement Arrangements

    • Accounts vs. Annuities

    • Retirement Income Sources

    • Traditional IRAs vs. Roth IRAs

    • Introduction to IRAs I Quiz