Retirement Planning Online

Contact Information: Amanda Smith

Covers topics #59 - #67 of CFP Board's Job Knowledge Requirements. Additionally, Employee Benefits Topics #31 - #33 are covered in this course (Employee Benefits #27 - #30 are covered in Insurance Planning and Risk Management).

This course is designed to instruct the practitioner in retirement needs analysis, Social Security, Medicare, types of retirement plans including tax-advantaged plans, regulatory considerations, investment considerations, and distribution rules and alternatives.

Learn more about the Certificate in Financial Planning Program.