FPP-424 Retirement & Estate Planning
This course develops an understanding of the financial objectives required to maintain a desired standard of living in retirement and planning the distribution of assets after death. Throughout the retirement planning segment, students will understand how to plan for adequate retirement income, social security, long term care, and incapacity. The estate planning segment of the course highlights the key techniques and rules required to properly manage a person's estate.
Prerequisite
Take
FIN-200. CFP students only.