Executive Education
CFP® – Retirement Planning
Elevate your career in finance today!
Certified Financial Planner Certification Program (CFP®). You will gain the education, skills, and credentials you need to navigate the constantly evolving landscape of financial planning. Programs designed for success through expert faculty, and industry-leading curriculum. Within this comprehensive curriculum is the Retirement Planning Course.
Offering an emphasis on qualified, non-qualified retirement plans, profit sharing and deferred compensation for highly compensated executives. The course transitions into retirement plans for individual focusing on IRA and Roth IRA contribution rules and distributions, social security income, and Medicare. Programs ends with income needs analysis for business owners and individuals.
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COURSE BENEFITS
The Retirement Planning program is an interactive educational experience that provides the finest financial planning education. As part of The Certified Financial Planner Certification Program CFP®, this course will emphasize on Employee Retirement Income Security Act (ERISA) rules and regulations governing qualified retirement plans, including pension and profit-sharing plans.
In addition, a focus on non-qualified plans, stock options and deferred compensation for highly compensated associates/top executives of a corporation, thereby enabling the financial practitioner to evaluate the business owners needs and make specific plan recommendations to maximize the business contributions and deductions.
The program will provide extensive knowledge on IRA and Roth IRA rule of contributions and distributions, social security income and Medicare. Financial practitioner will run income gap analysis, to develop savings strategies for business owners and families.
The benefits of Â鶹ŮÀÉ’s Certified Financial Planner Certification (CFP®) Program include:
- One of the longest running, most successful CFP® ÌýCertification programs in the Tri-county area
- Convenient evening program; instructor-led classes offered on either Tuesday or Thursday evenings
- All instructors are CFP® Ìýcertified and are successfully practicing CFP®s
- FREE CFP Exam Review course for students who complete all 7 required courses in the CFP curriculum
For more information regarding the Exam, please visitÌý
Upon successful completion of the Retirement Planning program, financial practitioners will be able to:
- Identify the difference between qualified plans and non-qualified plans, further identify between defined contribution and defined benefit plans. Recognize stock option plans, deferred compensation and distinguish between pension and profit-sharing plans.
- Develop through acquired in depth knowledge recommendations to businesses comprehensive firm plan selection and distribution rules.
- Gain knowledge on IRAs, Roth IRAs, rules, and other tax advantaged plans.
- Learn about social security income, Medicare, and accurately solve for income gap for the purpose of recommending a disciplined savings strategy.
Designed and built for an established finance practitioner, an existing financial planner, or a seasoned professional in the financial services field; this program will prepare such individuals to earn the highly respected CFP® credential, thus increasing earning power and advancement of career.
Specific requirements for qualifying for the Certified Financial Planner (CFP®) credential include:
- Bachelors Degree
- 3 years of full time experience in the field of Finance
- Completion of a CFP® curriculum offered by a CFP Board Registered Education Provider
For more information regarding the CFP® Certification Examination, please visit
Â鶹ŮÀÉ does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®; CERTIFIED FINANCIAL PLANNER and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements.