Retirement Planning and Employee Benefits (Module 4) — Financial Planning Certificate Program
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Retirement Planning and Employee Benefits provides an in depth exploration of two important aspects of financial planning. You’ll learn the various alternatives available in planning for retirement, including qualified and non-qualified retirement plans and social security. You’ll also study the advantages and costs of employee benefit plans, including non-pension benefits.
The topics covered in this course account for approximately 25% of the CFP® Certification Examination.
- Retirement needs analysis
- Social Security- Old Age, Survivor and Disability Insurance (OASDI)
- Types of retirement plans
- Qualified plan rules and options
- Other tax-advantaged retirement plans
- Regulatory considerations
- Plan selection for businesses (key factors affecting selection)
- Investment considerations for retirement plans
- Distribution rules, alternatives and taxation
- Employee benefit plans
- Employee stock options
- Stock plans
- Non-qualified deferred compensation
- Employer/employee insurance arrangements
- Planning for retirement
- Defined contribution and benefit plans for the private sector
- Retirement plans for nonprofit and governmental entities
- Plan design, installation and administration issues
- Retirement plan distributions
- Other employee group benefits
- Nonqualified executive benefit plans
Who should attend
The Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.