Forgot My Password Support
◊ RETIREMENT PLANNING ONLINE TRAINING SERIES

Online Retirement Planning Training


Only $42.95

Retirement Planning Series (10 hours)

ONLINE Retirement Planning COURSE FEATURES

  • Learn Retirement Planning online with these interactive online Retirement Planning elearning courses.
  • Affordable Pricing (Only $42.95 for the complete series)
  • A full year to complete the Retirement Planning elearning courses
  • Retake the Retirement Planning elearning courses as many times as you like
  • Measure your progress with assessment tests after each elearning course
  • Earn completion certificates after passing each assessment test

1. Money Management

Time: 5 hours
This course introduces basic financial planning and assessment strategies.

Objectives

  • Create retirement goals
  • Plan for reaching retirement goals
  • Assess current assets and their investment
  • Build up savings
  • Find good professional financial advisors
  • Make the most of tax strategies

Topics

  • Creating a Plan
  • Assessing Your Financial State
  • Establishing Your Goals
  • Managing Your Assets
  • Building Up Your Savings
  • Professional Financial Help
  • Tax Strategies



2. Investing

Time: 5 hours
This course explains the basic investment tools to use to build up savings for retirement.

Objectives

  • Use company retirement plans
  • Invest cash reserves
  • Utilize stock, mutual fund, and bond investments
  • Take advantage of tax strategies for investments
  • Allocate assets between investments

Topics

  • The Tools of Retirement Investing
  • Employer Investment Programs
  • Cash Investments
  • Stock and Mutual Fund Investments
  • Bond Investments
  • Minimizing Investment Taxes
  • Allocating Your Assets
  • Investment Strategies



Resources for Retirement Planning