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Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.

Financial Self-Discovery

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CE 128 Ethics in the Financial Services Profession

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This course reviews timely and relevant ethical issues in the financial services profession. This course is for ethics credit towards Professional Recertification credit only. The proctored version for state CE is currently being reviewed for state insurance CE approval. *State CE pending. PRP available for students.

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CE 151 Navigating the SECURE Act

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This course provides an overview of the CARES and SECURE Acts in 2022. Students gain insight on how this legislation up-ended long standing retirement rules. Other topics explored in this course include, Coronavirus-Related Distributions (CRDs), CRD income inclusion and repayment provisions, and the SECURE Act summary of key changes.

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CE 152 Planning for the End of the Stretch IRA

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This course examines planning for the end of the stretch IRA and discusses the application of the 10-year rule. Through a series of examples, students will learn how the SECURE Act’s post-death payout rules will assist their beneficiary clients.

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CE 153 IRA Beneficiary Examples, Mistakes, and Checklists

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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.

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Financial Self-Discovery

Know Yourself, Grow Your Wealth^®

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A Spectrum of Legacies

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Tax Planning Certified Professional™

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Wealth Management Certified Professional^®

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CE 128 Ethics in the Financial Services Profession

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CE 151 Navigating the SECURE Act

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CE: 1G

CE 152 Planning for the End of the Stretch IRA

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CE: 1.5G

CE 153 IRA Beneficiary Examples, Mistakes, and Checklists

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The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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