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IRAs
Individual Licence (EUR 60)
€60.00
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IRAs
€60.00
Reliable shipping
Flexible returns
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Choose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.
Develop practical knowledge and confidence in IRAs.
This course will include information on the history and development of Individual Retirement Accounts (IRAs). This course will provide a brief overview of the various types of IRAs that exist, and will provide a list of frequently asked questions that the learner should be able to answer. After completing this program, the learner will be able to:
Why this course matters
This course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.
What you will gain
- Build a practical understanding of the key concepts covered in IRAs.
- Recognise where the topic applies in real workplace or business situations.
- Apply the methods and good-practice approaches covered in the course with greater confidence.
Who is this course for?
This course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.
Course at a glance
- Study time: approximately 1 hour.
- Format: self-paced online learning.
- Professional development: CPD course.
Course Description
Seat Time: 1hrs - Desc:
This course will include information on the history and development of Individual Retirement Accounts (IRAs). This course will provide a brief overview of the various types of IRAs that exist, and will provide a list of frequently asked questions that the learner should be able to answer. After completing this program, the learner will be able to:
- Answer any questions that customers may have concerning IRAs.
- Understand how the IRAs have been shaped by previous legislation.
- Use different reports to fulfill reporting requirements to the IRS.
Course Topics
T1. Introduction to IRAs: This topic will provide a brief overview of some common Individual Retirement Accounts (IRAs) available to customers, with a look at their distribution and contribution requirements.
T2. History of IRAs: This topic will outline the history of IRAs by identifying key pieces of legislation which have shaped the IRA of today.
T3. Frequently Asked Questions: This course will analyze key questions that customers frequently have concerning IRAs, and will provide appropriate answers for each.
T4. IRA Reporting: This topic will discuss important reporting requirements that affect the learner, the customer, and the financial institution as a whole.
Continue your learning
Part of this learning pathway: Banking & Finance
Course pathway: eBSI Banking Academy > Banking & Finance > IRAs
Explore more Banking & Finance training or return to the eBSI Banking Academy.