Are you interested in learning more about non-retirement accounts? Whether you are a savvy investor looking for greater flexibility in your investments, or a wealth manager/financial advisor looking to add non-retirement investments to your repertoire, you’ll agree that investing can be a daunting task without the right knowledge. 

Unlike retirement accounts, non-retirement accounts – also known as taxable investment accounts or brokerage accounts – do not come with specific tax advantages for retirement savings but open up doors to more investing options such as stocks, bonds, mutual funds, exchange-traded funds (ETFs), and other securities that could help build extra wealth outside of the confines of a 401(k) or IRA plan. It’s an excellent wealth-building option for investors who’ve already maximised their contributions to those tax-advantaged retirement plans to further build their capital. 

Non-retirement Accounts – US course has been designed to give learners the skills and knowledge they need to make the most of their investment portfolio. The course offers a comprehensive overview of the potential benefits and drawbacks of non-retirement accounts. This course will provide learners with in-depth knowledge and practical insights into this increasingly popular investment choice.  

What you will learn 

By the end of this course, you will be able to  

• List types of non-retirement accounts.  
• Describe key features and characteristics of non-retirement accounts. 
• Compare benefits and limitations of non-retirement accounts. 
• Differentiate between types of non-retirement accounts. 

Course outline 

• Introduction to non-retirement accounts 
• Key features, characteristics and benefits of non-retirement accounts 
• Individual non-retirement accounts 
• Joint non-retirement accounts 
• Transfer on death/pay on death non-retirement accounts 
• UGMA/UTMA non-retirement accounts 
• Corporate/Organisation non-retirement accounts 
• Other types of non-retirement accounts 

COURSE DELIVERY OPTIONS: 

Online 

COURSE REQUIREMENTS: 

For the online delivery option, you will need to have access to a computer with an internet connection. 

COURSE DURATION: 

Your enrolment is valid for a period of twelve months. 

ASSESSMENTS: 

1 online multi-choice assessment 

ADDITIONAL INFORMATION: 

CPD Hours – 1