Certified Financial Planner – Retirement

Examine retirement planning fundamentals, including savings need analysis, Social Security and more.

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Course details

ceus icon CEUs 3.8

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Certified Financial Planner – Retirement

Examine retirement planning fundamentals, including savings need analysis, Social Security and more.

What you’ll be able to do — competencies

  • Prepare capital needs analysis inclusive and exclusive of Social Security benefits and post-retirement inflation 
  • Apply the insurance coverage and the benefits and beneficiaries who qualify for social security to specific client situations 
  • Apply plans, which while somewhat tax advantaged are not qualified plans. These include SEPs, IRAs, TSAs and SIMPLEs 
  • Apply self-employment qualified plans to specific client situations 
  • Incorporate ethical considerations in every aspect of the retirement planning process 
  • Analyze available benefits from employers and government and consider these options in the client’s comprehensive retirement plan 
  • Recommend the appropriate distribution of retirement benefits considering the tax situation of the client 
  • Apply non-qualified plans to client situations, which necessitate overcoming the disadvantages of qualified plans including deferred compensation plans, split dollar life insurance, ISOs and NQSOs 

Course description

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The fifth module in the series of six, this course provides a complete overview of retirement planning including retirement savings need analysis, qualified retirement plan design, Social Security, Medicare and more. In addition, study the principles of group life, health and disability insurance; non-qualified deferred compensation; and other commonly provided employee benefits. 
 
While the class hours are noted as a total of 38, there are approximately 5 hours additional per week of outside reading/homework in addition to the class time with the instructors. 

Pre-requisites

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  • Students should have acquired knowledge in accounting, financial calculator protocol, finance, and economics, through extensive job experience 
  • Students are presented with real world experiences along with curriculum 
  • Review student eligibility 

Syllabus

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Weekend 1:  

  • Lesson 1 lecture and quiz 
  • Lesson 2 lecture and quiz 
  • Lesson 3 lecture and quiz 
  • Lesson 4 lecture and quiz 

Weekend 2:  

  • Lesson 5 lecture and quiz  
  • Lesson 6 lecture and quiz 
  • Lesson 7 lecture and quiz 
  • Lesson 8 lecture and quiz 
  • Review building client information 

Weekend 3: 

  • Who will return for next class?  
  • Client information due  
  • Lesson 9 lecture and quiz 
  • Lesson 10 lecture and quiz 
  • Case 1, 2, 3 

Weekend 4:  

  • Exam review  
  • Final exam  
  • Retake  
  • Review of final exam  
  • Receive materials for next class 

Next available start dates

We aren’t currently offering this course, but we do update our course offerings on a regular basis. Please check back or browse our catalog for more courses that may be available now.

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