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
Type
Learning 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.
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S1-31 - Framework