MGMT X433.8

Retirement Planning

A required course in the Certificate Program in Personal Financial Planning.

Learn the key components of a comprehensive retirement needs analysis. Stock options, non-qualified deferred compensation plans, non-pension-related benefits, tax favored corporate retirement plans, and non-corporate retirement plans will be explored.

Course

Approximate Cost $745

Format Remote

Duration 12 Weeks

Total Credits 4

SUMMER 2024

6/24/2024 - 9/15/2024

Weeks 12

Delivery Remote

Fee $745

Status Open

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Fee $745

Dates 6/24/2024 - 9/15/2024

Format Remote

Reg# 00160

ID MGMT X433.8

Credit 4.00

Quarter SUMMER 2024

Class Schedule

Event	Date	Day	Start Time	End Time	Location	Room
Event Start	Date 6/24/2024	Day MON	Start Time	End Time	Location Online (Access Begins)	Room ---
Event End	Date 9/15/2024	Day SUN	Start Time	End Time	Location Online (Access Ends)	Room ---

Textbook Information

Required Textbook(s):

Retirement Planning and Employee Benefits

Book - ISBN: 9781957511009

Dalton & Dalton 19th Money Education

Textbooks for your course may be purchased from any vendor or bookseller of your choice.

Meet Your Instructor

Jeffrey Nelson

View Bio

Special Notes:

Required prerequisites: Mgmt X433.20 Principles of Financial Planning and MGMT X433 Survey of Personal Financial Planning or equivalent experience.

This course is required to sit for the CFP Examination.

Textbook may be purchased directly from the publisher Money Education on their website or by calling (888) 295-6023.

The HP-12C or HP-10BII calculator is required.

Early registration recommended.

Access your online course by 12pm (noon) Pacific Standard Time on the start date through your student portal at https://ce.uci.edu/login by selecting My Schedule and clicking on the DCE Canvas button. Instruction begins promptly on the start date. If you enrolled on or after the start date, you will have access to your online course(s) within two hours from the time of your enrollment. Contact DCE Student Services at dce-services@uci.edu with any questions.

Retirement Planning

SUMMER 2024

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