This 12-course program is dedicated to enriching the knowledge of financial professionals through applied, actionable education on the latest tax rules, laws, court cases, and IRA planning strategies so students can acquire the skills to successfully meet their clients’ needs.

Program contains:

• A robust, action-oriented manual for each course and resource materials
• A video presentation from Ed Slott and his team of IRA experts
• Access to the most frequently asked questions on course topics

Complete all 12 courses listed — including CE 164, the comprehensive exam — to earn CE credit for CE 163.