IRAs - CO
Insurance Continuing Education in Colorado
Your Price: $12.95
4 credit hours
If you take this course you may also choose to earn the following additional credits:
CE for CFP® Professionals
American College CE (PACE)
If purchased today, this course must be completed by:
March 17, 2026 (365 Days)
This course was designed, constructed and written to provide continuing education for Financial Professionals in the area of individual saving for retirement with special attention to IRAs.
It acknowledges and includes some examination of the Educational IRA (Coverdell Education Savings Account) as well due to the competing needs of retirement and education. It also highlights withdrawals for education expenses that are a common component of the 3 government sponsored accumulation programs.
Course Objectives
- Inform students about practical and useful realities in the marketplace, government involvement and the economy that relate to saving for future needs.
- Increase student’s overall competency in retirement issues
- Increase specific knowledge about Traditional, Roth, and Educational IRAs
- Clarify the differences between retirement alternatives
- Provide a basis for analysis for retirement income needs.
- Examine approaches for determining a plan for saving to meet the goal
Exam Details
DORA applies the NAIC’s standardized terms and definitions for guidance as to who may serve as a proctor. An approved proctor is an impartial, disinterested third party or currently licensed agent with no family or financial relationship to the student and is over the age of 18. The proctor must verify the student’s identity and complete an affidavit supplied by the approved provider testifying that the agent received no outside assistance. Membership in a professional association/organization does not constitute a financial relationship.
Course Details
Rules for Colorado Insurance Continuing Education
- This state allows for course material to be downloaded. Please note that not all courses will have content that is suitable or available for downloading.
- Exam is closed book.