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352: Financial Decisions for Retirement Training Class |
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352: Financial Decisions for Retirement Training Seminar
This course introduces you to the concepts of planning for the senior segment in today's financial marketplace, covering such topics as:- Public and private sources of retirement income (Social Security, pension plans)
- Needs analysis
- Asset allocation strategies
- Retirement income planning using pensions and annuities
- Housing concerns
- Insurance and estate planning
- IRA rollovers
- Lump-sum pension distributions
These study materials are designed with the goal of mastering the required subject matter so candidates pass their exam the first time!
This Self-Study Bundle - which has a passing rate of 88% for first time test-takers who utilize these materials - can be used in lieu of the course textbook, and includes the following materials:- Course Guide
The Course Guide contains the written portion of your material and includes "Terms to Know," summaries of each assignment and a reference index. Carefully constructed 30-session and 14-session learning strategies help organize your study time and promote balance with your daily activities and responsibilities.
- I Will Pass software
Practice exam questions, Test Tips and Educational Objectives are included on your CD-ROM. The Orientation introduces you to the components of your material. The Reinforcer Exams and First and Second Half Practice Exams test your knowledge on specific portions of your course material. The Achiever Exams are 100-question exams reviewing the entire course.
- Online Tools
Receive online access to Cruncher Reviews, a web-based overview of each course; Course Updates, providing current information for our materials; and the I Will Pass exam questions, for easy access anywhere with an Internet
connection.
- Flash Cards
Key ideas in each assignment are summarized using a Front /Reverse format. Use your flashcards to reinforce important concepts and definitions.
- Audio CDs
"Highlights" contain a collection of summaries for each assignment. Important points of each assignment are presented in an easy-to-understand manner. "Terms to Know," with the vocabulary of each course, offer a thorough review of definitions by assignment.
Note: This course is required for the CASL Program and an elective for the ChFC Program. It may be taken independently for professional development or in conjunction with other courses to earn the CASL or ChFC designations. Click on either hyperlinked item for a full description of that designation.
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Price |
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$199.00
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