Courses

CCP 177:  Retirement Planning

This course provides a complete overview of retirement planning including retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, and disability insurance; non-qualified deferred compensation; and other commonly provided employee benefits are examined. 
Refer to the more detailed topic list in CFP Board’s Guide to CFP® Certification.
Topic 59:  Retirement Needs Analysis
Topic 60:  Social Security (Old Age, Survivor, and Disability Insurance, OASDI)
Topic 61:  Types of Retirement Plans
Topic 62:  Qualified Plan Rules and Options
Topic 63:  Other Tax-Advantaged Retirement
Topic 64:  Regulatory Considerations
Topic 65:  Key Factors Affecting Plan Selection for Businesses
Topic 66:  Investment Considerations for Retirement Plans
Topic 67:  Distribution Rules, Alternatives, and Taxation