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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.
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.
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.