Seniors: Ethics and Needs Planning
Overview
This course will discuss the knowledge and skills required to serve senior clients ethically and effectively. It will cover critical aspects of ethics, retirement income planning, the use of annuities, and estate planning.
Find this course for your license
License or Certification
Regulator
Type
Learning Objectives
- Understand and apply ethical principles in the senior market.
- Develop tailored retirement income plans.
- Utilize annuities effectively in retirement planning.
- Implement estate planning strategies to ensure clients' wishes are honored and taxes are minimized.
Designed For:
Investment Adviser Representatives
Course Information
Adding additional credit may change exam requirements.
At WebCE, we are passionate about delivering exceptional professional development solutions. With world-class customer support and education to serve multiple professions, we're here to help professionals reach their career goals.
Information
Copyright ©1992-2026 WebCE®. All Rights Reserved.
S1-31 - Framework