HS 326: Planning for Retirement Needs (self-study supplement)
This course focuses on retirement planning for the business, the business owner, and the individual. It consists of two major parts. The first covers qualified plans, nonqualified plans, and IRAs; the second part deals with retirement needs for individual clients.
This course emphasizes the practical knowledge needed for choosing the best retirement plan and designing a plan that will meet a client's needs from a tax and retirement standpoint. Personal retirement planning and retirement distribution planning are also discussed.
Our Study Bundle provides several study materials to help you earn your designation! You will receive:
- Digest with Assessment Questions
This book provides explanations for educational objectives, definitions of key words and phrases, and answers and rationale to review and application questions.
- Practice Exam CD
Our Practice Exam CD gives you the experience of testing on computer - just like the national exam. You can decide to test open book (when answers are shown), closed book, or random questions from all or specific chapters. You can even created timed exams!
These flashcards provide a condensation of the most important key terms and concepts of the course, and are highly effective for the final study process. They are extremely easy to use, as it can be used on your computer or laptop
Note: This course is required for the CFP® Certification Curriculum and the ChFC Programs, and is an Elective for the CLU Program. It may be taken independently for professional development or in conjunction with other courses to earn the CFP, ChFC, or CLU designations. Click on any of the hyperlinked designations for a full description of that designation program.
|About The Provider:
||Since 1965, Keir Educational Resources has helped thousands of insurance and financial planning professionals obtain securities licenses and designations by creating a high-quality study media.
At KEIR, our expertise, commitment to quality and excellent customer services sets the stage for your success. Our clients consistently achieve a high pass ratio - reflecting KEIR's commitment to providing high-quality, professional study media.
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