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FINANCIAL PLANNING AND INVESTMENT COURSES


Click the course acronym or title for a description of the course.

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

CIRA

Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs

8

Taxes

DRMM

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement

8

Administrative Practice (4), Taxes (4)

FPTC

Surgent McCoy's Individual and Financial-Planning Tax Camp

8

Taxes

IEFP

The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2008

8

Taxes

REDZ

Within the Red Zone of Your Retirement: Tax Planning Strategies for Getting to the Goal Line Without Fumbling

8

Taxes

SBRP

Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs

8

Taxes

SSRB

Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now

8

Taxes


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