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.

• 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

Retail Representatives, Investment Advisory