Continuing education courses

529 Gift and Estate

Committing to a 529 plan could be an issue for some families. Questions in areas with little concrete information or federal regulation haunt them while deciding what the best choice is for their child's future. While 529 plans may not solve all their issues, recommending 529 plans to parents and grandparents is almost never a bad idea. This investment vehicle can put away literally hundreds of thousands of dollars or more in college targeted investment portfolios while reducing income taxes through the combination of tax deferred growth and tax-free distributions, and reduce estate tax exposure, all with options of making adjustments if circumstances change.

In this course financial advisors will learn how to implement certain strategies around 529 plans, the rules for those strategies, and the potential pitfalls associated with the use of 529 plans. The course also covers estate planning opportunities using 529 plans, and utilizing them to reduce estate tax exposure when working with high net worth clients. CE credit is 1 hour of General Principles of Financial Planning.

Getting Started

Click here to access the 529 Gift and Estate course enrollment page.

Click the "Enroll for Free" Button and enter the required information. Begin the course! Remember to email your exam score to in order to receive Continuing Education Credit. Good luck!

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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your portal.


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