Retirement Planning and Employee Benefits


The Retirement Planning and Employee Benefits course explores the nature and function of retirement plans and provides a survey of the more common benefits and retirement programs offered by companies today. You will learn how to recommend an appropriate plan of action that helps your clients combine their employee benefits with their long-term goals and objectives to create a comprehensive financial plan.

Students are required to attend each online class during the designated timeframe. Please note that classes are not recorded and no make-up classes will be available. 

Who Should Enroll: 
  • Anyone considering a career in financial planning or seeking board certification
  • Accountants, investment advisors and brokers
  • Attorneys, bankers and insurance agents
  • Retirement plan and employee benefits specialists
Learning Outcomes: 
  • Develop an understanding of the various retirement plans available including government and private plans, pension plans, individual retirement accounts and other qualified and non-qualified retirement plans
  • Learn how to determine a client's eligibility to participate in a retirement plan, calculate their tax-deductible contribution limits and calculate the taxation of their retirement plan benefits upon distribution
  • Understand how to conduct a complete needs analysis to determine a client's expected monetary needs in retirement and how to develop a plan to meet those needs

A bachelor's degree in any discipline from an accredited college or university must be completed either before you pass the CFP® exam, or within five years after you pass it.

Continuing Education Hours: 
Certified Financial Planner Board of Standards: 3.3 CE
Applies Towards Certificates:
Textbook Information: 

All courses in the Certified Financial Planning program are based on the most recent textbook edition available from the publisher. Contact our office if you have any questions regarding book editions or ordering. Students are encouraged to purchase books early in order to have them for the first week of class.

Required: (Books are required on the first day of class.)

Retirement Planning and Employee Benefits, Money Education

For withdrawal, transfer and refund information, see Policy Code D.