529 Plans

Includes: Certificate of Completion

Approval: #189679

Credit Type: Life Only/Accident and Health

Credit: 1 Hour(s) | Language: English

About this Course

This course presents an overview of 529 Plans and their components, compliance issues associated with them, and how to determine the right plan for clients. The cost of an average four-year college education is estimated to soon grow to $100,000, and tuition is rising annually. Without a proper investment strategy, funding a child's college education is prohibitive for many Americans. 529 Plans (The Plan) provide investors with a means of earmarking investments specifically for educational purposes.

Regulatory Information

Name:California Department of Insurance
Website URL:https://www.insurance.ca.gov/
Email Address:license.bureau@insurance.ca.gov
Address:300 Capitol Mall, Ste.1700

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