Employee Benefits and Retirement Plans

Catalog description

A strong and rigorous foundation in retirement planning and employee benefits to begin preparation for the CFP Exam and for a career as a professional financial planner. More specifically, an overview of retirement planning needs, products, retirement plans, tools, and strategies used by financial professionals to help individuals, families, and companies (e.g., most commonly small business owners) choose and implement an effective retirement planning strategy. Student performance is assessed through exams, assignments, and projects in a variety of formats including written, verbal, visual, software/Excel analysis, and multiple choice/true false assessments. Lecture Hours: 3 Contact Hours: 3 Repeatability: May not be repeated for credit. Grade Mode: N- Normal (A, B, C, D, F) Schedule Type (Primary): Lecture Click here for the Schedule of Classes.