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Retirement Planning & Employee Benefits - CFP Module IV

 

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Overview

With more and more Americans expressing concern about how they can be financially comfortable in retirement, it's crucial to your business that you know how to serve their needs in this area. This course covers all the major retirement-related issues: retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, and disability insurance; nonqualified deferred compensation; and other commonly provided employee benefits are examined.

Topics

  1. Planning for Retirement
  2. Introduction to Retirement Plans
  3. Defined Contribution Plans for the Private Sector
  4. Defined Benefit Plans for the Private Sector
  5. Retirement Plans for Nonprofit and Governmental Entities
  6. Plan Design, Installation & Administration issues
  7. Retirement Plan Distributions
  8. Other Employee Benefits
  9. Nonqualified Executive Benefit Plans

For more information about becoming a CERTIFIED FINANCIAL PLANNER Professional, please visit www.cfp.net.

Price

Tuition Included
$1,195
On-site Classroom Instruction;
College for Financial Planning Course Materials;
Testing Fees for Financial Planning's Electronic Competency Examination;
Blackboard Managed Hosting Platform -
  • Students will be administered Practice Tests, which they will be required to take for discussion and review in class.
  • Discussion Boards - students will be required to participate in weekly discussions, whereby they will be required to post their response to the Question posed by the Instructor and respond to two other classmates within the weekly discussion.
  • Student will be able to contact the Instructor through Blackboard to answer any questions and ask for assistance when outside the classroom environment.

*Discounts available - click here for more information.

Registration

Session Dates
Session Time
 Location Register for Session
December 18, 2012 - March 5, 2013
Tuesday Evenings
6:00 p.m. - 9:45 p.m.
 Columbia, MD

 

  • Click here to download and complete the registration form to mail in or fax

Contact

E-mail info@umbctrainingcenters.com or call (443) 692-6599:
  • if you have any questions about this course,
  • to be notified when this course and any closely related courses are scheduled for open enrollment,
  • to request a quote for group training at your location or ours.