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Retirement Planning

A required course in the Personal Financial Planning Certificate Program.

Course closed to new registrations: Call ( 949 ) 824-5414 for more information or sign up below to be notified when this course becomes available.×

Course Description

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.

Early registration recommended. The HP-12C or HP-10BII calculator is required. Required prerequisites: MGMT X433.20 Principles of Financial Analysis and MGMT X433 Survey of Personal Financial Planning or equivalent experience. This course is approved for 33 hours of Continuing Education units from the California Department of Insurance (CDI). Those requesting CE credit must sign-in to weekly CDI attendance forms. Students taking this course either in the classroom or online format will only receive CDI credit once during the two-year license renewal period. This course is required to sit for the CFP Examination. See enrollment confirmation for login information to access the course curriculum online.

  • Be notified when this class becomes available!

  • Details
  • $710
  • January 04, 2021 to March 28, 2021
  • Delivery Mode: Online
  • Reg#: 00124
  • ID/Units: MGMT X433.8  (4.00)
    ( Section 1 )
  • Quarter: WINTER 2021


Jeffrey Nelson, CFP® has held several roles serving high net worth clients in the financial services industry, notably as a relationship manager, wealth management advisor, and more recently, team management. Jeff leverages his acquired skillset as he engages with clients in comprehensive wealth planning, following a diligent financial planning process, which he believes is the backbone of serving clients' best interests and achieving their goals and objectives. Jeff has mentored several new advisors as they begin their career. He has a passion for helping others obtain knowledge in financial planning on their journey to becoming a CFP® Professional and enriching their career and the lives of those they serve.

Textbook Information

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

Required Textbook(s):

Book - ISBN: 9781946711298
Dalton, 16 ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START01/04/2021Monday------Online (Access Begins)---
END03/28/2021Sunday------Online (Access Ends)---