Chartered Retirement Planning Counselor

College for Financial Planning
United States
Qualification
Professional and Vocational
Study mode
Part-time
Duration
9 weeks
Intakes
January August
Tuition fee (local)
Information not available
Tuition fee (foreign)
Information not available

Entry Requirements

  • Relevant working experience

Curriculum

  • Module 1 – Maximizing the Client Experience During the Retirement Planning Process
  • Module 2 – Principles and Strategies When Investing
  • Module 3 – Strategies for Maximizing Social Security Benefits
  • Module 4 – Bridging the Income Gap: Identifying Other Sources of Retirement Income
  • Module 5 – Navigating Health Care Options in Retirement
  • Module 6 – Making the Emotional and Financial Transition to Retirement
  • Module 7 – Designing Optimal Retirement Income Streams
  • Module 8 – Achieving Tax and Estate Planning Objectives in Retirement

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