Financial Planning: Retirement


This course examines the key points that must be addressed with your clients when planning their retirement. Retirement planning encompasses the essence of financial planning because it impacts both the current and future standard of living. A successful plan can also contribute significantly to a higher net worth. In developing retirement funding targets, careful planning is required. Such planning should encompass budgets, taxes, and investments.

Learning Objectives

Students who successfully complete this course will be able to:

  • identify the three phases of retirement
  • understand the difference between qualified and nonqualified retirement plans
  • identify different types of qualified and nonqualified retirement plans
  • understand the important things to look for when evaluating qualified retirement plans and their place in your client’s retirement plan
  • understand the role of annuities in retirement planning
  • identify some of the ways to use life insurance in retirement planning

Designed For

Retail, Investment Advisory

Find this course for your license:

License or Certification