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RETIREMENT PLANNING FOR FINANCIAL PLANNERS

CNSRSCI 645
과목 설명

An introduction to retirement planning concepts and analysis with attention to designing retirement strategies to meet various client situations. Focus given to plans and approaches to meet retirement income needs while taking into account the dynamics of the household. Explore how values, behaviors and psychological factors influence retirement choices and financial well-being.

선수과목
충족 요건

This course does not satisfy any prerequisites.

학점

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개설 시기

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평점
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변화 계산 불가

수료율
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변화 계산 불가

A 비율
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변화 계산 불가

학급 규모
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과거 데이터 대비 변화 없음

데이터 없음

강사 (2026 Summr)

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유사 과목

FINANCIAL LIFE SKILLS

CNSRSCI 111

Applied personal finance in college and after graduation. Financial values and behaviors, debt and credit, housing, transportation, retirement planning, investing, spending and saving plans.

ESTATE PLANNING FOR FINANCIAL PLANNERS

CNSRSCI 635

Analysis from a financial planner's perspective of the process of planning the accumulation, conservation, and distribution of an estate, in the manner that most effectively and efficiently accomplishes an individual's personal tax and non-tax objectives.

INTRODUCTION TO PERSONAL FINANCIAL PLANNING

CNSRSCI 275

Introduction to consumer finance covering techniques of personal sector cash flow, asset and liability management, life cycle financial planning, investment management, tax planning, retirement, and estate planning. Analysis and evaluation related to personal financial planning.

FAMILY FINANCIAL COUNSELING

CNSRSCI 675

Systems approach to family financial management, stressing development of interpersonal techniques by professionals who will assist individuals and families to become responsible financial managers.

HOUSEHOLD RISK MANAGEMENT

CNSRSCI 665

Application of advanced analytical techniques to examine household financial risk. Implications for financial planning of changes in family structure and earnings. Private and social insurance that guard against economic consequences of death, disability, ill health, retirement, marital dissolution. Use of financial planning software.