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FP 5: Retirement Planning and Employee Benefits

This course will provide students with a fundamental introduction to retirement planning and employee benefits, including public and private retirement plans as well as group and fringe benefits. Specifically, the course will cover the public retirement plans including Social Security, Medicare and Medicaid as well as the private plans including both defined benefit and defined contribution plans. In addition, the course will provide students with an understanding of the regulatory provisions associated with the installation, administration and termination of retirement plans, the specific characteristics of the various plans available including qualified, non-qualified and other tax advantaged plans. Finally, the course will detail employee group and fringe benefits and the taxation of these benefit plans, and the issues that individuals face in retirement.

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

1 section

  • Fall 2024

    • Section

    • Semester

      Fall 2024
    • Date

      Sep 12 - Dec 12
    • Day

    • Time

      • In-Person
    • Format

      • In-Person
    • Sessions

    • Faculty

    • Location

      Midtown Center