FINRA: 529 Savings Plans and ABLE Programs (ELC258)

Overview

This course explains the unique characteristics and common costs associated with 529 savings plans and Achieving a Better Life (ABLE) programs. Participants are presented with scenarios that emphasize a registered representative’s regulatory responsibilities when recommending these products to clients.

Learning Objectives

Upon completion of this course, students will be able to:

  • explain who is eligible to open and hold 529 savings plans and ABLE programs
  • discuss the unique characteristics and common costs associated with 529 savings plans and ABLE programs
  • generally describe how 529 savings plans and ABLE programs are administered and regulated

Designed For

Retail Representatives, Investment Advisory

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