Retirement Planning Certificate

13 semester hours of credit (5 courses)

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The College for Financial Planning’s Graduate Certificates provide you with the depth of knowledge necessary in subject areas that are relevant for the true professional, enabling you to not only better serve your clients, but to also have more confidence in the guidance that you do provide. Develop real-world critical thinking and problem-solving skills that are immediately applicable in your practice.

The Graduate Certificate in Retirement Planning provides a well-rounded approach to the entire retirement planning process, covering a broad range of topics on the graduate level. Each course is eight weeks in length and the certificate can be earned in less than one year. The College for Financial Planning is accredited by the Higher Learning Commission and is a member North Central Association. This ensures that all of our graduate programs deliver the highest level of academic rigor possible.

Required Courses:

COM500 Communication & Research Techniques

Credit Hours: 1 hrs

COM500 Communication & Research Techniques for Master’s Students

This one-credit course provides a basic introduction to Internet research, the APA Style and Publishing Manual, use of the College website, and the University Library.

PFP514 Retirement Planning

Credit Hours: 3 hrs

PFP514 Retirement Planning

This course examines major retirement-related issues, including retirement savings needs analysis, IRAs, qualified retirement plans for large and small employers, Social Security retirement programs, and nonqualified deferred compensation. You will compare and contrast a variety of retirement programs by designing a comparison table. You will also write a paper on retirement plan administration issues, and apply your learning as you prepare a proposal for a hypothetical client as a term project.

PFP570 Pre-retirement Financial Planning Topics

Credit Hours: 3 hrs

PFP570 Pre-retirement Financial Planning Topics

You will use a hypothetical couple planning to retire in 15 years. In designing their retirement plan, you will analyze a wide range of issues facing individuals who are preparing for retirement. This course also presents a variety of methods for approaching the issues to better assist clients in resolving the issues that may be faced when preparing for or after retirement.

PFP574 401(k) & Other Salary Deferral Retirement Plan Topics

Credit Hours: 3 hrs

PFP574 401(k) & Other Salary Deferral Retirement Plan Topics

Provides an understanding of most of the important characteristics of cash or deferred arrangement (CODA) retirement plans, particularly 401(k) plans. It covers funding of CODAs, profit sharing, and hybrid plans; plan design, installation, administration, and operation; investment objectives; fiduciary issues; and prohibited transactions. Case analyses are used to simulate actual situations. You are required to research questions involving tax-deferred retirement plans.

PFP581 Estate Planning for Retirement Benefits

Credit Hours: 3 hrs

PFP581 Estate Planning for Retirement Benefits

This course focuses on estate planning for retirement distributions from qualified plans and IRAs, while providing you with essential information regarding tax and other laws that govern retirement benefits and distributions. Among other things, the use of employer-sponsored retirement plans, IRAs, trusts, and charitable gifts to achieve client goals are covered. Also discussed are many important financial planning techniques used to help clients build a financially secure retirement.

Pricing

1 Credit Hour Course

$400

3 Credit Hour Courses

$1200

Student Loans are available

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. The College’s highly qualified faculty is available via telephone or e-mail to support you in your studies.

Certificate Program Start Dates

  • Tue
    21
    Oct
    2014
    Mon
    15
    Dec
    2014

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    06
    Jan
    2015
    Mon
    02
    Mar
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    17
    Mar
    2015
    Mon
    11
    May
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    26
    May
    2015
    Mon
    20
    Jul
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    04
    Aug
    2015
    Mon
    28
    Sep
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning