The study materials for this course are available online. Click a chapter link below to begin. We recommend using the Next links at the bottom of each page to follow the materials in a coherent manner. Complete all five sets of review questions before proceeding to the final examination.
Chapter 1 — Qualified Plans
Chapter 2 — 401(k) Plans
Chapter 3 — Individual Retirement Accounts
Chapter 4 — Simplified Employee Pensions: SEPs
Chapter 5 — Tax Sheltered Annuities (TSAs)
Chapter 6 — Keogh Plans
Chapter 7 — SIMPLE Plans

🎓 Ready for the Final Examination?

Complete all five sets of review questions before proceeding. A passing score of 70% is required. Re-examination is available if needed.

Proceed to Final Examination →