Course Description

This course introduces the history of IRAs (Individual Retirement Arrangements). To help companies like yours understand the evolution of IRAs, from 1974 to today, this training shows professionals how each government branch regulates the IRA industry.

In this introductory course, you will learn:
• Why IRAs were created
• How IRA history set the stage for today’s industry
• How each branch of government governs today’s IRA industry

Course Details

  • 33 Minutes of Instruction

  • 0.75 Continuing Education (CE) Credits

  • $79

  • Beginner Level

  • CISP, CTFA, & CRSP Designations

Course Lessons

  • 1

    IRA History

    • Getting Ready

    • Overview of the History of IRAs

    • IRA History Quiz