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CNSR SCI 645

RETIREMENT PLANNING FOR FINANCIAL PLANNERS

3 credits.

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.

Prerequisites & course information

Requisites: CNSR SCI 275 Repeatable for Credit: No Learning Outcomes: 1. Identify and evaluate assumptions used to analyze retirement needs including retirement cash flow, assets and liabilities, investment return, retirement income sources and Social Security. Audience: Undergraduate 2. Describe characteristics of the various types of defined benefit, defined contribution and individual retirement accounts. Audience: Undergraduate 3. Illustrate the role of financial mindset and values when developing a retirement plan. Audience: Undergraduate 4. Calculate appropriate savings plan to meeting funding needs prior to retirement and withdrawal strategy for retirement. Audience: Undergraduate 5. Develop recommendations and evaluate the decision-making regarding retirement planning. Audience: Undergraduate Learning Outcomes: 1. Identify and evaluate assumptions used to analyze retirement needs including retirement cash flow, assets and liabilities, investment return, retirement income sources and Social Security. Audience: Undergraduate 2. Describe characteristics of the various types of defined benefit, defined contribution and individual retirement accounts. Audience: Undergraduate 3. Illustrate the role of financial mindset and values when developing a retirement plan. Audience: Undergraduate 4. Calculate appropriate savings plan to meeting funding needs prior to retirement and withdrawal strategy for retirement. Audience: Undergraduate 5. Develop recommendations and evaluate the decision-making regarding retirement planning. Audience: Undergraduate

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