Skills Classes

Intro To Retirement Plans

In this course, you will:
- Understand the importance of retirement planning and the role of retirement plans.
- Identify the different types of retirement plans available, including individual and employer-sponsored plans.
- Explore various retirement accounts' features, benefits, and eligibility requirements.
- Learn about investment options and strategies within retirement plans.
- Gain insights into the tax advantages and considerations associated with retirement savings.
- Understand the regulatory framework governing retirement plans and fiduciary responsibilities.
- Develop practical skills to assess and compare retirement plan options for financial planning.
  • welcome
  • Meet Your Instructor
  • Intro To Retirement Plans
  • Qualified Retirement Plans
  • Qualified Retirement Plans Quiz
  • Non-Qualified Retirement Plans
  • Nonqualified Retirement Plans Quiz
  • Social Security Benefits
  • Social Security Benefits Quiz
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year