Quest CE Releases Course on 529 Savings Plans
MILWAUKEE – Quest CE, premier provider of compliance training and tracking technology solutions, today announced the addition of a new Firm Element course to its e-learning catalog.
529 savings plans and ABLE programs provide individuals and their families a way to save money on a tax-advantaged basis for qualified expenses. The new course, “529 Plans and ABLE Programs,” explains the characteristics, costs and special care and handling that you must take when recommending these types of plans to your clients. Additionally, the course will discuss how these plans are regulated by individual states, the MSRB and FINRA.
Course Agenda Includes:
- The State Rules
- MSRB Regulations
- FINRA Enforcement
- 529 Savings Plans
- ABLE Programs
- Case Studies/Scenarios
For questions regarding this or other Firm Element courses, please contact a Quest CE Sales Executive at 877-593-3366 or e-mail firstname.lastname@example.org. To view Quest CE’s Investment Adviser course catalog, click here.
About Quest CE
For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.
Serving more than 1,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs. For more information on Quest CE, visit www.questce.com.