CFP305 Retirement Savings and Income Planning
This course provides the foundation to conduct a retirement needs analysis and understand the different types of retirement plans available to individuals, and to recognize the key factors that affect retirement plan selection for business owners. (Prerequisite: CFP101; CFP101 can also be taken as a co-requisite).
Prerequisite
Introduction to the CFP Credential (
CFP101)
Notes
This course may be offered online through a consortium of accredited colleges and universities or in seat at Adrian College. Online instruction may be provided by faculty employed by partner institutions within the consortium, with technology and administrative support provided by Rize Education.
Oversight of courses offered through the consortium are reviewed and approved by Adrian College. Students register through Adrian College and receive academic credit from Adrian College.