Retirement Planning Course

Program Overview

This Executive Certificate in Financial Planning program equips professionals in finance, insurance, and banking with comprehensive knowledge of retirement planning, group benefits, and non-qualified deferred compensation. Through a client-centered approach, the program utilizes case studies and practical assignments to prepare participants for careers in financial planning.

Program Outline

Outline:

• Fundamentals of individual retirement-related issues:
• Retirement Savings Needs Analysis and calculations
• IRA's
• Qualified and tax favored retirement plan designs and features
• Social Security
• Medicare
• MSA/HSA's
• Explores group benefits such as group life insurance
• Disability and health insurance
• Non-qualified deferred compensation plans and stock options

Teaching:

• The in-depth curriculum, which includes the use of study guides from the College for Financial Planning, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study.

Careers:

• The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.