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Why you need this course:
Helping families and individuals set financial goals and develop plans for achieving those goals is a complicated process—annuities, mutual funds, stocks, bonds, and tax-deferred retirement plans such as 401ks and IRAs are just some of the many options your customers might be interested in. This course provides you with knowledge about personal loss exposures, retirement planning, and Social Security.
Upon successful completion of all 16 modules in this course, you should be able to:
- Describe each of the following:
- Loss exposures that are considered personal (human) loss exposures
- Steps required to develop a financial plan
- Financial goals that are important to most individuals and families
- Describe each of the following:
- Basic types of investment objectives
- Types of investment risks
- Types of investments
- Explain why retirement planning is important
- Describe strategies that financial planners suggest regarding investing for retirement
- Describe the following types of tax-deferred retirement plans:
- Private pension plans
- Individual retirement accounts (IRAs), including traditional IRAs and Roth IRAs
- Briefly describe other types of tax-deferred retirement plans
- Briefly describe various types of individual annuities
- In regard to the Social Security program:
- Describe the basic characteristics of OASDI
- Describe the eligibility requirements for insured status
- Describe the types of benefits provided
- Given a case, explain whether Social Security benefits would be available for a given individual
We recommend that you study the modules in the order presented in the course.
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