HS 352: Financial Decision Making at Retirement (self-study supplement)
This course focuses on the financial decisions that clients face as they approach, reach, and pass retirement age and on the tools and techniques financial advisors may employ to assist their clients with these decisions. This course is especially valuable for practitioners who advise retirees on decisions on rolling over lump-sum pension distributions to IRAs.
Our Self-Study Bundle provides several study materials to help you earn your designation! You will receive:
- Summary Digest
This book provides explanations for educational objectives, definitions of key words and phrases, and answers and rationale to review questions following each chapter.
- 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!
Note: This course is and elective for the ChFC designation program. It may be taken independently for professional development or in conjunction with other courses to earn the ChFC designation. Click on the hyperlinked designation 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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