Retirement Planning

This series is designed to help users plan for a financially secure retirement. Basic concepts of financial planning, goal setting, and maximizing assets are discussed. Also covered are strategies for finding good professional financial advisers. An in-depth discussion of investing strategies is provided, including company retirement plans, stocks, bonds, mutual funds, allocation and diversification of funds, and tax strategies.

Syllabus

MONEY MANAGEMENT

Introduces basic financial planning and assessment strategies.

• Creating a Plan
• Assessing Your Financial State
• Establishing Your Goals
• Managing Your Assets
• Building Up Your Savings
• Professional Financial Help
• Tax Strategies

INVESTING

Explains the basic investment tools to use to build up savings for retirement.

• The Tools of Retirement Investing
• Employer Investment Programs
• Cash Investments
• Stock and Mutual Fund Investments
• Bond Investments
• Minimizing Investment Taxes
• Allocating Your Assets
• Investment Strategies

Qualifications

Qualification: Printable Transcript

On completion of this course you may print a transcript off as evidence of your progression throughout the course.

Requirements for Entry

There is no experience or previous qualifications required for enrolment on this course. It is available to all students, of all academic backgrounds.

Study Options

If you do not have Internet access, or would prefer to study this course via the traditional paper/postal based study method, you can find more information on the course by clicking on the link below.

Study Hours

This is only an approximate figure and is dependant upon how much time you can dedicate to your studies and how well you grasp the learning concepts in the course material. Furthermore, at the end of each lesson there is a question paper that needs to be completed and returned to your tutor. You should allow at least 1 - 2 hours of study to complete each question paper.

The approximate amount of time required to complete the course is: 40 hrs.