Employer Sponsored Retirement Plans

Certified Financial Planner (CFP)

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3 credit hours

3 credits in CFP General

Topics Covered: Life and Health, Financial Planning, Life

Other credit types available: CE, PCE, NonCE

This course will be available until: December 31, 2018


This course was designed, constructed and written to provide continuing education in the area of employer-sponsored retirement plans with special attention to the wide variety of qualified plans as well as discussion and education on key areas that all are part of the retirement funding landscape.

It acknowledges and includes examination of 401(k)s, 403(b)s, Simple IRAs, and SEP IRAs available in the marketplace.  It also highlights distribution opportunities and tax consequences for withdrawals that are a fundamental component of qualified retirement accumulation programs.

It is comprised of several Chapters with abundant pages of specialized text along with additional charts, graphs, and other visual tools for enhancing the value of the information as well as to improve recall beyond the course.

It has been constructed to provide the newest agent as well as the veteran agent with a format for gaining new insight into this critical area for Americans as well as current info and regulations pertinent to this area of expertise.

It Informs students about practical and useful realities in the Employer-sponsored qualified retirement plan environment, taxation and distribution issues, and the various economies that relate to providing for future retirement accumulation needs.

It increase student’s specific knowledge about 401(k)s, 403(b)s, Simple IRAs, and SEP IRAs as they relate to accumulating a future retirement “nest egg” through plans offered by their employers.

This course focuses on the student’s overall competency in Employer-sponsored retirement plans. It clarifies the fundamental differences between plan alternatives, explores specialized areas of a variety of approaches, provides a basis for financial analysis between alternatives, and examines approaches for determining retirement accumulation goals.

Course Details

Course Number: 203325
State-Approved Name: Employer Sponsored Retirement Plans
Provider: InsuranceStudy.com
Provider Number: 4717

Rules for Certified Financial Planner (CFP)

  • Course material may be downloaded.
  • Exam is open book.