Planning for Retirement Income


This course reviews the steps involved in creating a retirement plan that will provide sufficient income over a person’s lifetime.

Learning Objectives

Upon completion of this course, students will be able to:

  • describe the retirement goals common to many retirees
  • calculate approximately how much money clients will need during retirement
  • list the three most common sources of retirement income
  • determine how to allocate clients’ assets among different types of investments and the order in which they should be liquidated
  • recommend investment products and strategies for ensuring that clients receive lifetime income

Designed For

All registered representatives and principals

Find this course for your license:

License or Certification