Retirement Planning Learning

Overview

You will enhance your competence in personal financial planning through this certificate program which features six dynamic courses that cover critical steps in the retirement planning life cycle.

Highlights

Key Topics

• The Retirement Planning Process
• Governmental and Employer Retirement Plans
• Personal Retirement Investments, Income, and Expenses
• Analyzing Client Retirement Data
• Creating, Implementing, and Monitoring the Retirement Plan
• Elder and Special Needs Planning

Prerequisites

Mastery of basic personal financial planning concepts and techniques

Designed For

Who Will Benefit

• Financial Planners
• CPAs
• Tax professionals
• Qualified professionals with basic knowledge of, and interest in, personal financial planning

Objectives

Learning Outcomes

• Determine the standards that apply to AICPA members performing personal financial planning engagements.
• Identify the requirements that apply to participants in a qualified plan.
• Identify regulatory and legislative requirements for qualified retirement plans designed to protect plan participants.
• Identify characteristics of nonqualified plans.
• Identify types of retirement assets.
• Identify requirements and features of employer-sponsored retirement plans.
• Distinguish saving strategies for retirement.
• Identify types of assumptions used in personal financial planning.
• Determine the implications of retirement plan contributions for employers and employees.
• Determine nonfinancial factors involved in planning care for the elderly and those with special needs.