< Back to My Dashboard

,

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.

​Learning Objectives:

Upon successful completion of this course, you will confidently be able to:

• Identify common mistakes in setting up inherited IRAs,
• Explain and support your clients’ IRA beneficiary selection, and
• Recognize the key IRA custodial questions to ask your clients.

Course Syllabus

To begin, click on Course Material below. As you move through the lessons, make sure to mark each lesson complete, and then click Next Lesson at the bottom of each page. Once you complete the entire course, the progress bar will show 100%.