+
click on the course titles for additional details +
| INV01 |
The
Purpose of Investing
|
Investment
goals, types of investments, risk tolerance levels, our role,
advisory requirements |
| INV02 |
How
Dividends Work |
Simple interest,
compound interest, the rule of 72, interest calculators, personal
savings calculator |
| INV03 |
Savings
and Investments |
Safe
investing, investment options, demand accounts, term shares, IRA
certificates, terms and conditions |
| INV04 |
Alternative
Investments |
Stocks, bonds,
mutual funds, treasury securities, annuities, life insurance,
IRAs, employer plans |
| IRA01 |
Understanding
IRA Basics |
History,
qualified retirement plans, IRA types, tax benefits, IRA calculator,
investment penalties |
| IRA02 |
IRA
Eligibility and Contributions |
Contributory,
spousal, roth, comparisons, SEP, SIMPLE, rollover, trustee-to-trustee,
60 day rule |
| IRA03 |
IRA
Distributions |
Paperwork
– contributory, rollover, SEP, SIMPLE, distributions –
mandatory, normal, premature |
|
