Retirement Planning Online
Retirement Planning is used to address specific as well as general financial planning for employers and/or their employees. This course will help students understand how to determine those needs and match up appropriate retirement plans. We will discuss the steps in the planning process and learn how to develop recommendations for retirement plans for individuals and small businesses. By the end of this course, students will be better prepared to match specific retirement objectives to the appropriate retirement plan. Students will further their understanding of the necessity of a financial calculator. Therefore, students should understand that a financial calculator is a necessary tool for this course.
Covers the CFP Board’s Principal Knowledge Topics G.52 – 62.
*We advise that you allow at least 10 hours per week per course for adequate course preparation.
Alison H. Mewborne, CFP®, AIF®
Alison is a Senior Financial Planner and Investment Manager at Seven Hills Financial, LLC. She has worked with individuals, couples, and small business owners for over 15 years in building financial plans to reach their goals. She received her Bachelor of Business Administration from the University of Georgia. Her expertise includes financial planning, investment management, retirement plans, and insurance.
Alison is married to Burke Mewborne, has two grown children, and invests her spare time in her church, the CFP community, and various local non-profit organizations.
Textbooks and Calculator
Tools & Techniques of Employee Benefit and Retirement Planning, 18th Edition
Stephan R. Leimberg, Joseph F. Stenken, and John J. McFadden
Published by: The National Underwriter Company
Available at many online retailers including the publisher, The National Underwriter Company.
Financial Calculator Essentials
Author: Joseph M Gillice, CPA, CFP®
Published by: Dalton Education
Available at many online retailers including the publisher, Dalton.
This textbook will cover the use of the following financial calculators:
- Hewlett Packard 12C
- Hewlett Packard 17BII
- Hewlett Packard 10B II / Hewlett Packard 10B II PLUS
Financial Calculator: To see an exhaustive list of all the approved financial calculators that can be used on the CFP Board Exam please read the Calculator Policy for CFP® Examination.
While there are no special degree requirements to participate in the FSU Certificate in Financial Planning program, the level of instruction is that of an upper-division college course. A bachelor’s degree is a condition of CFP® certification, although not a requirement to be able to sit for the Certification Examination.
We strongly recommend that students complete Introduction to Financial Planning prior to taking this course.
Basic computer literacy including: the ability to connect to the Internet and navigate the web using search engines and links, the ability to use online communication tools including email and discussion boards, the ability to send and receive email attachments, and the ability to navigate software including saving and opening files to and from specific locations.
Browser (most recent version): Firefox, Google Chrome or Safari.