Retirement and Employee Benefits
| Course Number: | XCPD-023 |
| Related Programs: | Certificate in Financial Planning |
Course Description:
This course includes the comprehensive study of qualified retirement plans, other tax-advantaged plans, non-qualified plans, and employee benefits in a manner that integrates the overall concepts of financial planning.
Course Objectives:
Upon completing this course, students will:
This course includes the comprehensive study of qualified retirement plans, other tax-advantaged plans, non-qualified plans, and employee benefits in a manner that integrates the overall concepts of financial planning.
Course Objectives:
Upon completing this course, students will:
- Gain a firm grasp of retirement planning concepts.
- Undergo a comprehensive study of the characteristics of retirement plans including qualified, nonqualified, tax-advantaged plans and employee/group benefits; Social Security and Medicare as they apply to a given planning situation.
- Learn about plan characteristics, advantages, disadvantages and be able to recommend the appropriate plan to a given employer or situation.
- Understand implementation, administration and items such as discrimination testing, participation requirements, and contribution limits at the plan level.
- Learn how these plans integrate with financial planning concepts and financial planning processes.
Course Requirements:
Students must receive a "C" grade or above to pass this course. Please review our program policies here.
Students must receive a "C" grade or above to pass this course. Please review our program policies here.
XCPD-023
Retirement and Employee Benefits
| Semester Section |
Location | Tuition CEUs |
Class Meets | Faculty |
|---|---|---|---|---|
| Fall 2011 Section 01 | Clarendon 238 | $920.00 3.80 CEUs | February 17, 2012 - March 17, 2012 2/17, 2/18, 3/2, 3/3, 3/16, 3/17 Fri 5:10 PM - 8:45 PM Sat 8:45 AM - 5:05 PM | James Dalton |
| Please Note: This course is required for the Certificate in Financial Planning. | ||||
| Spring 2012 Section 01 | Clarendon 240 | $920.00 3.60 CEUs | June 01, 2012 - June 30, 2012 6/1, 6/2, 6/15, 6/16, 6/29, 6/30 Fri 5:10 PM - 8:45 PM Sat 8:45 AM - 5:05 PM | James Dalton |
| Please Note: This course is required for the Certificate in Financial Planning. | ||||