Retirement Planning

Course Code: DED9241
School: Stonebridge Associated Colleges UK

Description

This series is designed to help users plan for a financially secure retirement. Basic concepts of financial planning, goal setting, and maximizing assets are discussed. Also covered are strategies for finding good professional financial advisers. An in-depth discussion of investing strategies is provided, including company retirement plans, stocks, bonds, mutual funds, allocation and diversification of funds, and tax strategies.

MONEY MANAGEMENT

Introduces basic financial planning and assessment strategies.

• Creating a Plan
• Assessing Your Financial State
• Establishing Your Goals
• Managing Your Assets
• Building Up Your Savings
• Professional Financial Help
• Tax Strategies

INVESTING

Explains the basic investment tools to use to build up savings for retirement.

• The Tools of Retirement Investing
• Employer Investment Programs
• Cash Investments
• Stock and Mutual Fund Investments
• Bond Investments
• Minimizing Investment Taxes
• Allocating Your Assets
• Investment Strategies

Outcomes

Printable Transcript

On completion of this course you may print a transcript off as evidence of your progression throughout the course.

Assessment

I'd Like To Enroll In This Course   $93.00