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Terry College of Business

Retirement and Employee Benefits (Certified Financial Planner Certification Course)

UGA Terry College of Business Executive Programs: Certified Financial Planner

Next dates

Oct 15—Nov 19
4 daysModules info
Atlanta, GA, USA
USD 995
USD 248 per day

Description

In this course, participants receive a comprehensive overview of qualified (defined benefit, profit share, and 401(k) plans) and non-qualified (deferred compensation, incentive stock options, and employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth, and traditional IRAs), and employee benefits. This course also presents an overview of the Social Security, disability, and health care programs such as Medicare.

Participants will be able to:

  • Define and differentiate between the types of plans that can be developed.
  • Analyze a client's financial health and develop the most advantageous retirement and employee benefit options to meet the long-term needs expressed in the overall financial plan.
  • Identify the needs and objectives of businesses to determine the best design for their employee retirement and benefit plans.

Experts

Bruce Starks is Faculty Director, Senior Instructor and Curriculum Developer at Greene Consulting Associates and is Founder and Lead Instructor in the Starks CFP® Examination Review in Atlanta. Manager of Learning Programs Greene Consulting Associates, LLC Lead the firm's national instructor-l...

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