Course Confirmation

Please confirm your course selection below.

Continuing Education
Retirement Planning: A Key to Sound Financial Planning
This course focuses on the retirement planning process as a function of financial planning. It begins with a discussion of the importance of planning for retirement and provides a detailed explanation of the various qualified and non-qualified plans that may be used to accumulate retirement assets. It then looks at the importance of preserving these important assets, through the use of the financial planning principles of diversification and asset allocation, through sufficient insurance protection and through the accumulation of non-retirement savings. The course concludes by examining the distribution rules and options of qualified and nonqualified retirement plans, and the estate planning ramifications of these rules and options.
Distance Learning Course
N/A - Distance Learning Course

Get a License.

Why Choose Cape?

• Friendly, knowledgeable customer service representatives to assist your every need
• No hidden charges
• Multi-State approvals on many courses
• Credits reported next business day in most states (where applicable)
• Former student discounts
• More choices: classroom, written and online self-study
• Print your own certificate of course completion (when allowed by your state agency)
• Unlimited number of exam retakes (when allowed by state agencies)
• Same day shipping on orders received before 2pm Eastern Time (Mon-Fri)
• 100% satisfaction guaranteed

Have Questions? Call us at # 888-227-3331 or reach us by email at