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.

Find this course for your license

License or Certification

Regulator

Objectives

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

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.