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E-Learning Course: Retirement Planning


Description: The objective of this course is to provide the participant with the tools and techniques to assist his or her clients with retirement planning decisions. Course topics include estimating retirement income needs, sources of retirement income, taxation, qualified and non-qualified plans and retirement plan distribution options. Other topics include annuitization options, investment planning, asset allocation, and 72(t) and 72(q) distributions.

Course Duration: 1 Hour, 30 Minutes


Contents: I. Introduction

a. Current Retirement Planning Market
b. The New Retirement Profile

II. Determining Retirement Income Needs

a. Future Income Need
b. Time Value of Money

III. Retirement Spending

a. Expenses
b. Early Retirement
c. Life Expectancy

IV. Sources of Retirement Income

a. Variety of Income Sources
b. Social Security
c. Employer/Self-employed/Individual Retirement Plans
d. Education Plans

V. Planning for Retirement

a. Getting Started


Summary: The use of the Internet for research and educational purposes, particularly in the financial services marketplace, continues to be on the rise. As a result, we have developed an extensive library of online training courses to help financial representatives stay connected with today's fast-paced business environment.

We understand the difference between theoretical knowledge and acquiring the skills necessary to build long-term successful relationships with clients. We are specialists in financial service industry topics that receive continuing education credit for Insurance, CFP, CLU/ChFC, CIMA/CIMC, EA and Firm Element. We also provide specialized training for the financial institution sales environment.

Our online continuing education system is designed to simplify the process of fulfilling Insurance, CFP, CLU/ChFC, CIMA/CIMC and NASD Firm Element continuing education credits. With 24-hour online access, financial representatives of your company can receive continuing education credits at their own pace. Our courses deliver superior and up-to-date content created by the firm's industry experts. Learners will experience technical relevant content written by those who truly understand both the sales process and the issues that financial services salespeople face.




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