Course Overview

This course introduces the process of establishing an IRA (Individual Retirement Arrangement). For companies interacting with tax-preferred accounts, or clients that use them, this training simplifies the account establishment process for professionals.

In this beginner course, you will learn:
• Every step to properly establish an IRA or other tax-preferred account
• The legal relationship that IRA holders, IRAs, and custodians are bound by
• How to process the documents required for plan establishment

Course Details

  • 26 Minutes of Instruction

  • 0.5 Continuing Education (CE) Credits

  • $49

  • Beginner Level

  • CISP, CTFA, & CRSP Designations

Course Syllabus

  • 1

    IRA Establishment

    • Getting Ready with Course Resources

    • Institutions Where IRAs Can be Established

    • Required Documents to Establish an IRA

    • Other Forms Used During IRA Establishment and Maintenance

    • IRA Establishment Quiz