Oct 05, 2022  
2021-2022 Professional and Continuing Education Catalog 
    
2021-2022 Professional and Continuing Education Catalog [ARCHIVED CATALOG]

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PFP 37200 - Retirement and Financial Planning


Provides working knowledge of retirement planning tools, terminology, and techniques, including the rules, regulations, and taxation of qualified and non-qualified plans: Pension, profit sharing, 401(k), SEP, IRA, and deferred compensation. Includes study of the basic characteristics of specific employee benefits such as group life insurance and group health coverage. The financial planning process will be emphasized in class discussion with illustrations from practical experience and actual case histories.



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