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Course Description

Every financial planning professional needs to know the essentials of retirement planning and employee benefits. Assist your clients in choosing the appropriate retirement plan to meet their needs, whether they are a business, business owner or an individual. Evaluate qualified plans, non-qualified plans and IRAs in designing the best retirement strategy for your clients.

Course Outline

1. Pension and Retirement Planning Overview, 2. The Retirement Field, 3. Preliminary Concerns, 4. Defined-Benefit, Cash-Balance, Target-Benefit, and Money-Purchase Pension Plans, 5. Profit-Sharing Plans, 401(k) Plans, Stock Bonus Plans, and ESOPs, 6. CSEPs, SIMPLEs, and 403(b) Plans, 7. Coverage, Eligibility, and Participation Rules, 8. Designing Benefit Formulas and Employee Contributions, 9. Loans, Vesting, and Retirement Ages, 10. Death and Disability Benefits; Top-Heavy Rules, 11. Plan Funding and Investing—Part I, 12. Plan Funding and Investing—Part II

Learner Outcomes

Upon completion, students will be able to calculate the annual savings needed to reach their client's retirement income goals.

Notes

Method of Instruction: Lecture

Evaluation: Final Examination - There will be a final exam at the conclusion of each module.  A minimum grade of 75% must be earned on all exams that are administered as part of the program.  Students scoring 60% or higher on a final exam will be allowed one opportunity to retake the exam in an attempt to achieve a passing grade for that course module.  Students who score below 60% on a final exam are required to retake the module the next time it is offered.

Prerequisites

CFP Certification Process Education Requirement

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Enroll Now - Select a section to enroll in
Section Title
CFP - Retirement Planning
FIS ID
343483
Section Schedule
Oct 21, 2025 to Dec 04, 2025
Type
Online, Synchronous
Days
T, Th
Time
6:00PM to 9:00PM
Dates
Oct 21, 2025 to Nov 25, 2025
Type
Online, Synchronous
Days
T, Th
Time
6:00PM to 9:00PM
Dates
Dec 02, 2025 to Dec 04, 2025
Schedule and Location
View Details
Contact Hours
39.0
Location
  • Central Campus / CPCC
Delivery Options
CLASS  
Course Fee(s)
Reg fee 25-50 hours non-credit $125.00
Additional Fee(s)
TECH Fee $5.00 Mandatory
CEUs
3.9 CEUs
Drop Request Deadline
Oct 14, 2025
Transfer Request Deadline
Oct 14, 2025
Section Notes

Retirement Planning is the fifth module towards the Certified Financial Planner designation. Textbook is required.

To become a CFP there are seven modules you will have to complete, which will take a year to complete, CFP Board Education Requirements. 

  1. CFE 8001 Fundamentals of Financial Planning 
  2. CFE 8002 Insurance Planning 
  3. CFE 8003 Investment Planning 
  4. CFE 8004 Tax Planning 
  5. CFE 8005 Retirement Planning 
  6. CFE 8006 Estate Planning 
  7. CFE 8007 Financial Plan Development Course  

Wells Fargo Scholarship for Financial Services Careers the Wells Fargo Scholarship for Financial Services Careers has been established to provide scholarship assistance to deserving Central Piedmont students interested in gaining employment in the financial services industry. The endowment was created by a gift from Wells Fargo to attract and retain students in the banking and financial planning disciplines. This is a partial scholarship that would go towards your tuition and fees. If you receive the scholarship, it will be applied to your next modules.

Class will not meet:

November 27 (Holiday; Central Piedmont is closed)

Section Materials
  • (Mandatory)
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