Retirement Planning - Online Course

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.

This series is for anyone who is interested in investing for retirement. This online course contains 2 lessons and should take approximately 10 hours to complete.

Lesson 1: Money Management (5.0) hours

Money Management teaches you how to create retirement goals, plan for reaching retirement goals, assess current assets and their investment, build up savings, find good professional financial advisors, and make the most of tax strategies. This course introduces basic financial planning and assessment strategies. Topics include Creating a Plan, Assessing Your Financial State, Establishing Your Goals, Managing Your Assets, Building Up Your Savings, Professional Financial Help, and Tax Strategies.

Lesson 2: Investing (5.0) hours

Investing teaches you how to use company retirement plans, invest cash reserves, utilize stock, mutual fund, and bond investments, take advantage of tax strategies for investments, and allocate assets between investments. This course explains the basic investment tools to use to build up savings for retirement. Topics include The Tools of Retirement Investing, Employer Investment Programs, Cash Investments, Stock and Mutual Fund Investments, Bond Investments, Minimizing Investment Taxes, Allocating Your Assets, and Investment Strategies.