MGMT X 430.514 - Retirement Planning

Delivery Options Live Online

Course Description

This course emphasizes the fundamentals of individual retirement-related issues: Retirement Savings Needs Analysis and calculations, IRA's, qualified and tax favored retirement plan designs and features, Social Security, Medicare, MSA/HSA's, and also explores group benefits such as group life insurance, disability and health insurance, non-qualified deferred compensation plans and stock options. The in-depth curriculum, which includes the use of study guides from the College for Financial Planning, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. Major Topics: -Retirement needs analysis -Regulatory considerations -Social Security(Old Age, Survivor, and Disability Insurance -Key factors affecting plan -Types of retirement plans selection for businesses -Qualified plan rules and options -Investment considerations for -Other tax-advantaged retirement plans retirement plans -Distribution rules, alternatives, and taxation

Course Outline

This course emphasizes retirement-related issues such as preparing a needs analysis and reviewing qualified and tax-favored retirement plan designs and features.

Notes

Contact:
Philip Williams
pwilliams@unex.ucla.edu

Applies Towards the Following Certificates

General Business Studies : Electives - Business Management
General Business Studies with Concentration in Accounting : Electives - Business Management
General Business Studies with Concentration in Entrepreneurship : Electives - Business Management
General Business Studies with Concentration in Finance : Electives - Business Management
General Business Studies with Concentration in International Trade and Commerce : Electives - Business Management
General Business Studies with Concentration in Leadership : Electives - Business Management
General Business Studies with Concentration in Marketing : Electives - Business Management
General Business Studies with Concentration in Real Estate : Electives - Business Management
Personal Financial Planning: Accelerated Online : Required Courses
Study Abroad at UCLA Program : Required

Review Sections

MGMT X 430.514 - 397296

Retirement Planning

Spring 2024

Live Online

Available

Retirement Planning

Discussion

T, Th

4:00PM to 7:00PM

Jun 04, 2024 to Jun 27, 2024

Schedule and Location

View Details

45.0

Remote Classroom

Live Online

Standard credit (4 units)

$975.00

4 units

Jun 06, 2024

Sep 29, 2022 to Jun 11, 2024

Section Notes

The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.

Enrollment limited; Early enrollment advised; Enrollment prior to the first class required.

The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP^® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.

Self-study may not be enough to succeed on the CFP^® exam. Our outstanding instructors know the CFP^® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.

View below link for textbook information.

Section Materials

(Mandatory) Course syllabus not yet available.