Retirement and Employee Benefit Planning Course for CERTIFIED FINANCIAL PLANNER CFP Exam Prep

In this course, students apply retirement planning and employee benefits in personal financial planning. This course is designed to provide students with an understanding of the concepts of the ethical considerations, Social Security and Medicare benefits, retirement plan types, qualified plan characteristics, distributions and distribution options, group insurance benefits, other employee benefits, and analysis of retirement factors.

  • Dates: Open enrollment
  • Time: At your own pace
  • Course Length: Course should be completed in no more than 12 weeks. If you need more time, notify your course instructor as the length of extra time requested and the cause of the delay.
  • Location: Online
  • Course Fee: $450.00 + book costs USD
  • Code: 00-TEST-CFP-ON

COURSE REGISTRATION

CERTIFIED FINANCIAL PLANNER

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.