Qualified Retirement Plans

Welcome to Wall Street Instructors’ Qualified Retirement Plans continuing education online course. This interactive self-study program has been accepted by the Florida Department of Financial Services to meet 15 credits of intermediate-level continuing education for Florida licensed agents. FLDFS approval number: 99095

This program is presented entirely online, with four sets of review questions and a self-monitored final examination. If you have any questions or comments while studying the material, you may e-mail an instructor by clicking the contact link in the navigation.

As you proceed through the text, you will be presented with four sets of review questions to be answered online. Your answers will be immediately graded and the results reported back to you. The review questions are completed on the honor system — an outside monitor is not needed. Upon completion of the study materials, you must pass a self-monitored final examination. Passing score is 70% correct. When you have successfully completed the final examination, Wall Street Instructors will send you a certificate of completion.

1. 1
   Read each chapter of the study text in order. Use the Next links at the bottom of each page to follow the material in a coherent sequence.
2. 2
   Complete all four sets of review questions at the end of each chapter section. Your answers are graded immediately.
3. 3
   After completing all review questions, proceed to the Final Examination. A passing score of 70% or better is required.
4. 4
   Upon passing, Wall Street Instructors will issue your certificate of completion for submission to the Florida Department of Financial Services.