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Provider: WebCE, Inc
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Insurance Jurisdiction
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Understanding Digital Assets And Cryptocurrency

C25941
WebCE, Inc
Credits
2.0
Content Area
Products and Practice
Topic(s)
Continuing Education
Digital Assets
Securities Products
Credits
2.0
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand

Understanding Ponzi Schemes

C26868
WebCE, Inc
Credits
1.0
Content Area
Ethics & Professional Responsibility
Description

Ponzi schemes have defrauded individuals for centuries, with the Madoff scheme highlighting their impact in 2008. This course helps financial professionals identify Ponzi schemes, offers guidance for assisting clients who have suffered losses, and discusses U.S. Tax Court cases where taxpayers seek to recover losses.

Topic(s)
Ethics
Financial Crime
Professional Conduct
Credits
1.0
Format
eLearning module
Other Professional Designations
None
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand

Using Annuities for Retirement Planning

C26631
WebCE, Inc
Credits
3.5
Content Area
Products and Practice
Description

 

Topic(s)
Annuities
Insurance
Retirement planning
Credits
3.5
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand

Variable Annuities

C80485
WebCE, Inc
Credits
4.0
Content Area
Products and Practice
Description

 Retirement planning is a top financial priority, and consumers need self-directed options to accumulate and distribute funds efficiently. The insurance industry offers variable annuities for this purpose. This course covers the design, function, benefits, costs, limitations, and tax treatment of variable annuities, along with their investment options and techniques for retirement income distribution.

Topic(s)
Annuities
Financial Planning
Insurance
Credits
4.0
Format
eLearning module
Other Professional Designations
CFP
CIMA
Insurance
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand