CFP®– Retirement Planning

CFP® – Retirement Planning

CFP® – Retirement Planning

Certified Financial Planner Certification Program (CFP®). You will gain the education, skills, and credentials you need to navigate the constantly evolving landscape of financial planning. Programs designed for success through expert faculty, and industry-leading curriculum. Within this comprehensive curriculum is the Retirement Planning Course.

Offering an emphasis on qualified, non-qualified retirement plans, profit sharing and deferred compensation for highly compensated executives. The course transitions into retirement plans for individual focusing on IRA and Roth IRA contribution rules and distributions, social security income, and Medicare. Programs ends with income needs analysis for business owners and individuals.

 

Format:
Tuesdays
On Campus
Or Live Virtual
Date/Hours:
Jun. 11 - Aug. 13, 2024
7:00pm - 10:00pm
40 Hours - PDUs
4.0 CEUs
Sessions:
10
Price:
$800

 

COURSE BENEFITS

The Retirement Planning program is an interactive educational experience that provides the finest financial planning education. As part of The Certified Financial Planner Certification Program CFP®, this course will emphasize on Employee Retirement Income Security Act (ERISA) rules and regulations governing qualified retirement plans, including pension and profit-sharing plans.

In addition, a focus on non-qualified plans, stock options and deferred compensation for highly compensated associates/top executives of a corporation, thereby enabling the financial practitioner to evaluate the business owners needs and make specific plan recommendations to maximize the business contributions and deductions.

The program will provide extensive knowledge on IRA and Roth IRA rule of contributions and distributions, social security income and Medicare. Financial practitioner will run income gap analysis, to develop savings strategies for business owners and families.

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CURRICULUM DESCRIPTION

Upon successful completion of the Retirement Planning program, financial practitioners will be able to:

  • Identify the difference between qualified plans and non-qualified plans, further identify between defined contribution and defined benefit plans. Recognize stock option plans, deferred compensation and distinguish between pension and profit-sharing plans.
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IDEAL CANDIDATE

Designed and built for an established finance practitioner, an existing financial planner, or a seasoned professional in the financial services field; this program will prepare such individuals to earn the highly respected CFP® credential, thus increasing earning power and advancement of career.

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BOOKS AND MATERIALS

To order the textbook, FP515 Retirement Savings and Income Planning, please visit Kaplan Professional Student Portal

AFFILIATION

CFP Board

Florida Atlantic University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®; CERTIFIED FINANCIAL PLANNER and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 


FACULTY

Eric Smith

ERIC SMITH
MA, CFP®, CLU®, CRPC®, ATP®

Eric Smith has taught CFP courses at FAU since 1995. He has also taught courses as an adjunct for the University of Miami and The College for Financial Planning.

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Benjamin London

BENJAMIN LONDON
CFP®, ChFC®, CLU®, CEPA®, AEP®

Benjamin London currently is a Sales Vice for Capitas Financial, INC. in the South Florida market.

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Ehab Abdalla

EHAB ABDALLA
CFP®

Ehab Abdalla has taught CFP courses as part of the PMD program at Merrill Lynch. He has also taught courses as an adjunct for Johnson & Wales University.

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Carl Christie

CARL CHRISTIE
CFP®, CFS

Carl Christie has been a practicing financial planner for over 27 years and has held the CFP designation since 2001. Carl has also been the National Board Director of the Financial Planning Association (FPA) since January 2013.

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REQUEST INFORMATION NOW

FAU Executive Education - CFP®– Retirement Planning

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Robert Munoz

Program Coordinator

(561) 297-2571


Email

 

 

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