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IL Insurance CE - College Planning and Funding (12 hrs)


College Planning and Funding - Approved CE Course

This course will provide current information and regulations pertinent to this area of expertise. The main course objectives include the following:

  • Inform students about the educational financial environment, government involvement and the various economies that relate to providing for future education needs.
  • Increase knowledge about Qualified Tuition Plans with special emphasis on 529 Plans, Coverdell Education Expense Accounts, UGMAs, and UTMAs, Roth IRAs, traditional IRAs, Student Financial Aid, and ‘Pay as They Go’ as they relate to education fund development and expense pay outs.
  • Examine approaches for determining a plan for saving to meet educational accumulation goals.

Back to Illinois Insurance CE Courses.

  • Test included.
  • 12 hours of credit.
  • The state of Illinois imposes a $1.00/credit hour fee, which will be added during checkout.