After completing Investing Fundamentals: Planning, the user should be able to:
| Invest for retirement |
| Invest for college costs |
| Choose a life insurance policy |
| Choose disability and long-term care insurance |
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Planning for Retirement
| Creating a strategy for retirement investing |
| Deciding how much to save |
| Choosing investment methods |
Using IRAs
| When to invest in IRAs |
| How to use IRAs |
Using 401(k) Plans
| Explaining 401(k) plans |
| Choosing a 401(k) plan |
Planning for College
| Using mutual funds |
| Using zero coupon bonds |
| Using prepaid tuition |
Life Insurance
| Understanding life insurance |
| Term life insurance |
Cash Value Insurance Policies
| Understanding cash value policies |
| Getting help on cash value policies |
| When to switch policies |
Disability Insurance
| The importance of disability insurance |
| How to get disability insurance |
| Choosing a policy |
Long-Term Care Insurance
| When to buy long-term care insurance |
| Costs of long-term care insurance |
| Choosing a policy |
| The effect of taxes |
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A typical course has the following features:
| Exercises that allow users to explore how a course topic applies to their own real-world situations |
| A file containing the text of the exercises |
| Simulations that allow users to practice course skills, even if they don't have access to the real application |
| A course index |
| A glossary |
| A Skill Assessment |
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