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Program checklist · Ed Slott & Company's IRA Success

Ed Slott & Company's IRA Success

American College of Financial Services · King of Prussia, PA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Ed Slott & Company's IRA Success
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
210809
CourseShelf checklist
CK_210809_b3c4a782
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 59

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

CONTINUING EDUCATION REQUIREMENTS

51 items
  1. CE 151
    CE 151: Navigating the CARES and SECURE Acts
    Not resolved to a course
  2. CE 152
    CE 152: Planning for the End of the Stretch IRA
    Not resolved to a course
  3. CE 153
    CE 153: IRA Beneficiary Examples, Mistakes, and Checklists
    Not resolved to a course
  4. CE 154
    CE 154: 25 IRA Rules You Must Know, Part One
    Not resolved to a course
  5. CE 155
    CE 155: 25 IRA Rules You Must Know, Part Two
    Not resolved to a course
  6. CE 156
    CE 156: IRA Rules You Must Know, Part Three
    Not resolved to a course
  7. CE 157
    CE 157: Roth IRAs: Conversions, 3 Questions to Ask, Estate Planning
    Not resolved to a course
  8. CE 158
    CE 158: Roth 401(k) Rules / IRA Update and Tax Planning Strategies
    Not resolved to a course
  9. CE 159
    CE 159: Naming Trusts as IRA Beneficiaries, Part One
    Not resolved to a course
  10. CE 160
    CE 160: Naming Trusts as IRA Beneficiaries, Part Two
    Not resolved to a course
  11. CE 161
    CE 161: Advising Clients on Key Rollover Decisions
    Not resolved to a course
  12. CE 162
    CE 162: Estate and Life Insurance Planning with IRAs
    Not resolved to a course
  13. CE 151
    CE 151 Navigating the SECURE Acts
    Not resolved to a course
  14. CE 152
    CE 152 Planning for the End of the Stretch IRA
    Not resolved to a course
  15. CE 153
    CE 153 IRA Beneficiary Examples, Mistakes, and Checklists
    Not resolved to a course
  16. CE 154
    CE 154 25 IRA Rules You Must Know (Part One)
    Not resolved to a course
  17. CE 155
    CE 155 25 IRA Rules You Must Know (Part Two)
    Not resolved to a course
  18. CE 156
    CE 156 25 IRA Rules You Must Know (Part Three)
    Not resolved to a course
  19. CE 157
    CE 157 Roth IRAs: Conversions, 3 Questions to Ask, Estate Planning
    Not resolved to a course
  20. CE 158
    CE 158 Roth 401(k) Rules / IRA Update and Tax Planning Strategies
    Not resolved to a course
  21. CE 159
    CE 159 Naming Trusts as IRA Beneficiaries (Part One)
    Not resolved to a course
  22. CE 160
    CE 160 Naming Trusts as IRA Beneficiaries (Part Two)
    Not resolved to a course
  23. CE 161
    CE 161 Advising Clients on Key Rollover Decisions
    Not resolved to a course
  24. CE 162
    CE 162 Estate and Life Insurance Planning with IRAs
    Not resolved to a course
  25. CE 163
    CE 163 Ed Slott and Company’s IRA Success (All 12 Courses)
    Not resolved to a course
  26. CE 151
    CE 151 Navigating the SECURE Acts
    Not resolved to a course
  27. CE 152
    CE 152 Planning for the End of the Stretch IRA
    Not resolved to a course
  28. CE 153
    CE 153 IRA Beneficiary Examples, Mistakes, and Checklists
    Not resolved to a course
  29. CE 154
    CE 154 25 IRA Rules You Must Know (Part One)
    Not resolved to a course
  30. CE 155
    CE 155 25 IRA Rules You Must Know (Part Two)
    Not resolved to a course
  31. CE 156
    CE 156 25 IRA Rules You Must Know (Part Three)
    Not resolved to a course
  32. CE 157
    CE 157 Roth IRAs: Conversions, 3 Questions to Ask, Estate Planning
    Not resolved to a course
  33. CE 158
    CE 158 Roth 401(k) Rules / IRA Update and Tax Planning Strategies
    Not resolved to a course
  34. CE 159
    CE 159 Naming Trusts as IRA Beneficiaries (Part One)
    Not resolved to a course
  35. CE 160
    CE 160 Naming Trusts as IRA Beneficiaries (Part Two)
    Not resolved to a course
  36. CE 161
    CE 161 Advising Clients on Key Rollover Decisions
    Not resolved to a course
  37. CE 162
    CE 162 Estate and Life Insurance Planning with IRAs
    Not resolved to a course
  38. CE 163
    CE 163 Ed Slott and Company’s IRA Success (All 12 Courses)
    Not resolved to a course
  39. CE 151
    CE 151 Navigating the SECURE Acts
    Not resolved to a course
  40. CE 152
    CE 152 Planning for the End of the Stretch IRA
    Not resolved to a course
  41. CE 153
    CE 153 IRA Beneficiary Examples, Mistakes, and Checklists
    Not resolved to a course
  42. CE 154
    CE 154 25 IRA Rules You Must Know (Part One)
    Not resolved to a course
  43. CE 155
    CE 155 25 IRA Rules You Must Know (Part Two)
    Not resolved to a course
  44. CE 156
    CE 156 25 IRA Rules You Must Know (Part Three)
    Not resolved to a course
  45. CE 157
    CE 157 Roth IRAs: Conversions, 3 Questions to Ask, Estate Planning
    Not resolved to a course
  46. CE 158
    CE 158 Roth 401(k) Rules / IRA Update and Tax Planning Strategies
    Not resolved to a course
  47. CE 159
    CE 159 Naming Trusts as IRA Beneficiaries (Part One)
    Not resolved to a course
  48. CE 160
    CE 160 Naming Trusts as IRA Beneficiaries (Part Two)
    Not resolved to a course
  49. CE 161
    CE 161 Advising Clients on Key Rollover Decisions
    Not resolved to a course
  50. CE 162
    CE 162 Estate and Life Insurance Planning with IRAs
    Not resolved to a course
  51. CE 163
    CE 163 Ed Slott and Company’s IRA Success (All 12 Courses)
    Not resolved to a course
Source. American College of Financial Services, catalog 2026 — https://www.theamericancollege.edu/learn/continuing-education/ed-slott-companys-ira-success. Captured page pages/0034.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.