Go BackRetirement Planning: Money Management

Synopsis
Retirement Planning: Money Management introduces basic financial planning and assessment strategies.

Audience
This course is for anyone who is interested in investing for retirement.

Time
4 hours

Product Code: RETC01
After completing Retirement Planning: Money Management, the user should be able to:
 
Create retirement goals
Plan for reaching retirement goals
Assess current assets and their investment
Build up savings
Find good professional financial advisors
Make the most of tax strategies

Creating a Plan
 
Establishing basic retirement goals
Creating, implementing, and monitoring retirement plans

Assessing Your Financial State
 
Assessing financial resources
Calculating earnings, savings, and benefits

Establishing Your Goals
 
Importance of goals
Deciding on goals

Managing Your Assets
 
Maximizing resources
Risk Versus Rate of Return

Building Up Your Savings
 
Capitalizing on assets
Growing savings
Moving into investing

Professional Financial Help
 
Types of professional advisers
Using financial planners

Tax Strategies
 
Cutting taxes
Taking advantage of tax strategies

A typical course has the following features:
 
Exercises that allow users to practice in the real application
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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