STC’s New Podcast Series

STC Announces its new podcast series!

Todd Rosenfeld, Chief Learning Officer with Securities Training Corporation, explains how the securities industry works, the organizations that help regulate the industry, the types of exams to become licensed and what you are allowed to do with a particular license.

What is the SECURE Act? Why was it created? What are some of the components that make up the act? This is a brief overview of the new RMD rules, Traditional IRA contribution changes, withdrawals for birth or adoption rule changes, 529 plan adjustments, 401(k) expansion for some part-time employees and updates to inherited IRAs. STC offers a CE course on the SECURE Act. This podcast also covers how those changes affect licensing exams and an employee’s preparation for those exams (SIE, Series 65, Series 66 and others).

In the inaugural episode, Chief Information Officer Todd Rosenfeld discusses the history of Securities Training Corporation and financial services training