This course emphasizes retirement-related issues such as preparing a needs analysis and reviewing qualified and tax-favored retirement plan designs and features.
What you can learn.
- Understand the roles of social security and Medicare in the planning process
- Explore group benefits, non-qualified deferred compensation plans, and stock options
About this course:This course emphasizes the fundamentals of individual retirement-related issues: Retirement Savings Needs Analysis and calculations, IRA's, qualified and tax favored retirement plan designs and features, Social Security, Medicare, MSA/HSA's, and also explores group benefits such as group life insurance, disability and health insurance, non-qualified deferred compensation plans and stock options. The in-depth curriculum, which includes the use of study guides from the College for Financial Planning, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. Major Topics: -Retirement needs analysis -Regulatory considerations -Social Security(Old Age, Survivor, and Disability Insurance -Key factors affecting plan -Types of retirement plans selection for businesses -Qualified plan rules and options -Investment considerations for -Other tax-advantaged retirement plans retirement plans -Distribution rules, alternatives, and taxation
Winter 2021 Schedule
These courses are fully online and have no regular meeting times.
The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.
Enrollment limited; Early enrollment advised; Enrollment prior to the first class required.
The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.
Self-study may not be enough to succeed on the CFP® exam. Our outstanding instructors know the CFP® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.
View below link for textbook information.