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.
Steve Halsell, CFP®, ChFC®, CASL®
Steve Halsell graduated from the Florida State University College of Business with degrees in Finance and Management. He has pursued additional education and designations in order to stay on the cutting edge of research and information for his clients.
Steve is a Financial Planner with Prudential and holds the Certified Financial Planner™ designation and is also a Chartered Financial Consultant® and Chartered Advisor for Senior Living®. These designations allow him to serve his clients in their planning needs no matter their stage in life.
Steve is married and has two daughters. He loves living in the community of Tallahassee and most of his time away from the office is spent with his family or running. Steve began running in 2010 and has not stopped since; he enjoys competitive running and has run events ranging from a 5K to an ultramarathon.
Textbooks and Calculator
Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition
Stephan R. Leimberg, John J. McFadden, and C. Frederick Reish
Published by: The National Underwriter Company
Available at many online retailers including the publisher, The National Underwriter Company.
** FSU students get a 25% discount when purchasing directly from the publisher by entering the discount code JC25. The discount applies when purchasing either the Print or the eBook. It does not apply to the Print + eBook combo as that price is already discounted.
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.