Certified Financial Planner™: Retirement, Savings and Employee Benefits
Retirement Savings and Income Planning focuses on selecting the right retirement plan for the business and for individual retirement planning. This course covers qualified plans: SEPs, SIMPLEs, 403(b) plans and nonqualified deferred compensation plans. It emphasizes the practical knowledge needed for choosing the best retirement plan, especially for small businesses and designing a plan that will meet a client’s needs. Also covered, individual retirement planning including: IRA/Roth IRAs, Social Security benefits, Medicare, saving for retirement and planning for retirement plan distributions. In addition, this course also covers employee benefits such as fringe and group.
Request More Information
If you would like to receive more information about this program or speak with the program lead, submit your information below:
Certified Financial Planner Program
To visit the full program page, click here.
Financial Aid Options
- Education Loans
Flex Delivery Method
For your safety and convenience, we now offer our professional certificate courses in this new format.
Do you prefer to learn in our classroom or the comfort of your home? With our new Flex course format, you decide what works best for you. Our courses are taught live at a specific day and time in our clean, socially-distanced classroom and are simultaneously broadcast to our virtual classroom. With this flexible format, you choose one option when you register: to join the instructor in the physical classroom or join the class meeting remotely. Either way, you get the same quality instruction from an industry professional in a live meeting with other learners.
- Start Date 02/17/2021
- End Date 03/20/2021
- Delivery Flex
- Total Hours 36
- Class Sessions 6
- Location Galleria Center
- City Atlanta, GA
- CEUs 3.6
- Fee $799
No extra information available at this moment.