Southeast Regional Center for Financial Training, Inc.                   

 

 

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AIB Introduction to IRAs

Introduction to IRAs provides key concepts about basic IRA product features and benefits, and contribution and distribution requirements. The course discusses:Traditional, Rollover, Roth IRAs, New conversion rules, Simplified Employee Pension Plans and SIMPLE Retirement Accounts, as well as IRA tax benefits and penalty calculations.

Students will gain a greater understanding of how IRAs work, which will enhance their ability to increase IRA sales and improve customer service.

 

 

Delivery Options

Self-Paced Online  

 

Audience

Any bank personnel including tellers, new accounts representatives, personal bankers, platform assistants, and branch managers who require a basic understanding of Individual Retirement Accounts.

 

Learning Objectives

 

          At the conclusion of the program participants will be able to:

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834