Retirement and Employee Benefits (Certified Financial Planner Certification Course)
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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.