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Retirement Planning and Savings Strategies · LearnSpace
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Retirement Planning and Savings Strategies

Курс от EDUCBA
Уровень не указан≈ 9.5 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Plan your financial future with confidence through practical retirement planning strategies and calculations. Learn retirement savings, withdrawal methods, asset allocation, and retirement income planning in a simple and structured way. This course provides a step-by-step approach to retirement planning for beginners and professionals seeking long-term financial security. Learners will explore retirement income sources, qualified and non-qualified retirement plans, social security benefits, withdrawal strategies, and asset allocation principles. The course also includes practical retirement savings calculations, company match calculations, defined benefit plan concepts, and real-world retirement case studies. By the end of the course, learners will be able to calculate retirement corpus requirements, evaluate income replacement and expense replacement methods, apply retirement investment strategies, and make informed retirement planning decisions. This course is ideal for professionals, self-employed individuals, and anyone looking to build a stable retirement income plan.

Навыки, которые вы освоите

Financial PlanningInvestment ManagementAsset ManagementGoal SettingEstimationPortfolio ManagementPlanningCase StudiesCompensation and BenefitsWealth ManagementSafety and SecurityBenefits AdministrationInvestmentsDeposit AccountsLong Term CareEmployee Retirement Income Security ActMaterial Requirements PlanningSecurity Requirements AnalysisIncome TaxPortfolio Risk

Программа курса

5 модулей · 54 учебных материалов

01Retirement Planning Foundations12 материалов

Getting Started

Retirement Planning IntroductionВидеоCourse StructureВидеоGetting StartedЗадание

Understanding Retirement Planning

What is Retirement PlanningВидео

Учитесь у экспертов

EDUCBA

Преподаватель курса

Retirement Planning and Savings Strategies
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Обучение на Coursera

≈ 9.5 ч

5 модулей

Язык: Английский

Часть программы вашего университета
Retirement Planning definitionВидео
Understanding Retirement PlanningЗадание

Planning Assumptions & Steps

Assumptions for Retirement PlanningВидеоRetirement Planning StepsВидеоPlanning Assumptions & StepsЗаданиеBuilding a Personalized Retirement Planning FoundationDIALOGUERetirement Planning FoundationsЗаданиеRetirement Readiness Discovery Session for a New ClientDIALOGUE
02Retirement Income & Plan Types10 материалов

Income Sources

Sources of IncomeВидеоRetirement Plan MeaningВидеоIncome SourcesЗадание

Qualified & SEP Plans

Qualified Retirement PlansВидеоSEP & Non-qualified fundsВидео Qualified & SEP PlansЗадание

Withdrawal Basics

Retirement Withdrawal methodsВидеоConstant dollar AmountВидеоWithdrawal BasicsЗаданиеRetirement Income & Plan TypesЗадание
03Withdrawal Strategies & Investment Decisions10 материалов

Percentage-Based Withdrawals

Constant Percentage WithdrawalВидеоIncreasing Percentage WithdrawalВидеоPercentage-Based WithdrawalsЗадание

Strategy Review & Social Security

Withdrawal Strategies InferenceВидеоSocial SecurityВидеоStrategy Review & Social SecurityЗадание

Asset Allocation & Mistakes

Asset AllocationВидеоRetirement Planning Mistakes Part-1ВидеоAsset Allocation & MistakesЗаданиеWithdrawal Strategies & Investment DecisionsЗадание
04Savings, Deposits & Benefit Calculations10 материалов

Avoiding Mistakes & Matching Contributions

Retirement Planning Mistakes Part-2ВидеоCalculating Company MatchВидеоAvoiding Mistakes & Matching ContributionsЗадание

Retirement Savings Calculations

Calculating Retirement SavingsВидеоCalculating Deposits AnnuallyВидеоRetirement Savings CalculationsЗадание

Monthly Deposits & Defined Benefits

Calculating Deposits MonthlyВидеоDefined Benefit Plan CalculationВидеоMonthly Deposits & Defined BenefitsЗаданиеSavings, Deposits & Benefit CalculationsЗадание
05Case Study & Retirement Income Methods12 материалов

Case Study Setup

Understanding the case studyВидеоFilling the dataВидеоCase Study SetupЗадание

Asset Allocation & Annual Income

Calculating Asset AllocationВидеоCalculating Annual Income at Retirement AgeВидеоAsset Allocation & Annual IncomeЗадание

Income, Expenses & Course Wrap-Up

Income Replacement MethodВидеоExpense Replacement MethodВидеоConclusionВидеоIncome, Expenses & Course Wrap-UpЗаданиеCase Study & Retirement Income MethodsЗаданиеRetirement Planning Client Consultation: Build a Practical Retirement Readiness PlanDIALOGUE