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FP 5: Retirement Planning and Employee Benefits

Gain familiarity with personal and employee-sponsored retirement plans. Topics include Social Security and Medicare benefits, IRAs, tax-sheltered annuities, qualified retirement plans, distribution options, and taxation and income tax deduction/benefit limitations. Learn the characteristics of qualified plans for employees, retirement needs analysis, and ways to determine suitable investments and other employee benefits.

Effective Fall 2017, students wishing to enroll in any of the Financial Planning courses must pursue the Diploma in Financial Planning. Please visit the Diploma in Financial Planning page for more information on applying for the diploma program and enrolling in courses.

More details

You'll Walk Away with

  • Familiarity with personal and employee-sponsored retirement plans
  • Part of the knowledge necessary for the CFP® Certification Examination

Ideal for

  • Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination
  • Those interested in a career in financial planning
NO open sections available for this course at the moment. Please check back next semester.