Dec 26, 2024  
SGPS Catalog 2024-2025 
    
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SGPS Catalog 2024-2025

MSF 520 - Retirement Planning and Employee Benefits

3.00 credits.
This course introduces all of the retirement planning topics a financial planner must master in order to become a Certified Financial Planner®. The course provides a solid foundation on retirement planning for the business, business owner, and the individual. Specifically, the course offers in-depth discussions on retirement planning for accumulations and distributions, qualified plans, non-qualified plans, Individual Retirement Accounts (IRAs), Social Security benefits, and employee benefits. In addition, the retirement needs of individuals will be covered in a case study. Discussions throughout the course seek to address both personal and business needs of clients and prepare students to succeed in the capstone case study course.