IRAs, Retirement Plans, and Ethics
All 24 Wisconsin CE credits. One course. One test. Done.
Complete Your Wisconsin CE in One Course
If you're looking at your CE renewal and thinking "I just want this done," you're in the right place. This is our One-n-Done format — one course, one test, all 24 credits. No mixing and matching. No juggling five different classes and five different tests. Just read the material, pass the test, and you're finished for the cycle.
This particular One-n-Done comes with 5 ethics credits baked in — more than the 3-credit minimum Wisconsin requires. All 5 count toward your 24-credit total, so you're not doing any extra work. You're just getting more of the ethics requirement handled in one shot.
What This Course Covers
The retirement plan side of this course gives you a comprehensive walkthrough of Individual Retirement Arrangements — Traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs. You'll cover the contribution limits, distribution rules, tax implications, and the practical differences between each type. This is the material your clients will actually ask you about when they're trying to figure out what to do with their retirement savings.
From there, the course moves into employment-based retirement plans — 401(k)s, 403(b)s, defined benefit plans, and profit-sharing arrangements. How they work, how they're funded, what happens when someone leaves an employer, and what agents need to understand when clients bring these questions to the table.
Here's what makes this material stand out: it's sourced directly from IRS publications. Not a textbook writer's interpretation of IRS rules, not a summary of a summary — the actual authoritative source material. When you're advising a client on a rollover or explaining Roth conversion rules, you'll know your information came straight from the horse's mouth.
The ethics component covers 5 credits worth of real-world ethical obligations: suitability when recommending retirement products, proper disclosure, managing conflicts of interest, and what your responsibilities look like when a client trusts you with their retirement planning. Whether you're primarily in P&C, life, or health, this material gives you solid footing for the retirement questions that come up more often than most agents expect.
Course Details
How It Works
- Purchase credits at CEWisconsin.com — all-inclusive pricing, no hidden fees
- Study the material your way — PDF, HTML, audio (MP3) and video (MP4) summaries
- Take the test with your proctor — Wisconsin requires a disinterested third party
- Sign the electronic affidavit — we submit your credits to the state the same day
Why One-n-Done?
Most CE providers make you take multiple courses and multiple tests to hit 24 credits. That means multiple logins, multiple study sessions, and multiple proctored sittings. One-n-Done eliminates all of that. One course covers every credit you need. One test proves you learned it. One affidavit, and your credits are submitted to the state. It's the fastest path from "I need to renew" to "I'm done."
Frequently Asked Questions
Can I complete all 24 CE credits in one course?
Yes. That's exactly what One-n-Done means — one course, one test, all 24 credits. IRAs, Retirement Plans, and Ethics covers everything you need in a single package. No juggling multiple classes or tests.
This course has 5 ethics credits — do I need all 5?
You only need a minimum of 3 ethics credits, but all 5 count toward your 24-credit total. More ethics credits means fewer non-ethics credits you need to worry about elsewhere. Think of it as extra coverage built right in.
Is the retirement plan content from a reliable source?
Yes. The IRA and retirement plan material is sourced directly from IRS publications. You're getting the authoritative information on contribution limits, distribution rules, and tax treatment straight from the source.
What if I fail the test?
You get unlimited free retakes with no waiting period. Our overall pass rate is 96.4%, so most people get through on the first try — but if you need another shot, it's on us.
Ready to Knock Out All 24 Credits?
Get started with IRAs, Retirement Plans, and Ethics — one course, one test, done. All-inclusive pricing with no hidden fees.
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