FIN 490E Retirement & Employee Benefits Planning (3)

This course is one of the seven required courses for the CFP® certification exam. The course introduces you to retirement and employee benefit planning for businesses and individuals based on the learning objectives specified by the CFP Board of Standards. We will focus on the practical knowledge needed to choose the best retirement plan and designing a plan that will meet the needs of the client from a tax and employee benefit standpoint. Other related topics covered include social security and Medicare, and business succession planning.

Past Syllabi