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Checkpoint Learning Retirement Planning Certificate Program  
[clipart] RETIREMENT PLANNING

Is your firm serving the growing population in need of retirement planning services?

On January 1, 2011, the oldest members of the Baby Boom generation celebrated their 65th birthday. In fact, on that day and for every day for the next 19 years, 10,000 baby boomers will reach age 65. The aging of this huge cohort of Americans (26% of the total U.S. population) will dramatically change the composition of the country. Currently, just 13% of Americans are ages 65 and older. By 2030, when all members of the Baby Boom generation have reached that age, 18% of the nation will be 65+.

Practitioners face an obligation and an opportunity to provide their clients with the best information for all the options available for saving for retirement and planning for different types of income during retirement.

The Checkpoint Learning Retirement Planning Certificate Program provides retirement planning knowledge in all aspects of retirement, enabling practitioners to assist clients who plan to retire in the future. It arms practitioners with the expertise and tools they need to increase client consulting and revenue opportunities related to retirement planning and the realities of their financial future. This program consists of eight interactive online courses (1 – 7 CPE credits each) covering retirement planning issues in detail and a web-based exam testing overall comprehension.

 

 
$499
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ONLINE COURSES   FINAL EXAM   CERTIFICATE
ONLINE COURSES   FINAL EXAM   CERTIFICATE
Eight interactive online courses covering Retirement Planning issues in detail.
 
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  The program concludes with a 57-question web-based exam testing overall comprehension.
 
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  Checkpoint Learning Retirement Planning Competency CertificateTM
 
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PROGRAM DETAILS

This certificate program consists of eight interactive online courses (1 – 7 CPE credits each) covering retirement planning issues in detail. The program includes a comprehensive final exam consisting of 57 multiple-choice questions to test comprehension. Note, each individual course also concludes with an exam for CPE credit as they are passed. Both the courses and the final exam are delivered via the Checkpoint Learning platform.
 

  • Tax Planning for Retirement Wealth. Tax Planning for Retirement Wealth discusses the various tax favored options for retirement planning. This course will give the financial planner the information to help clients make the best choice for their retirement savings. The course discusses in detail all retirement plan options including the new solo 401(k). This includes Roth IRAs and conversions to Roth IRAs. This course also identifies the options for dealing with employer stock held in a retirement account. It gives choices that are available if the client is retiring early or is right at retirement age. If a client is divorcing the strategies for splitting up retirement plans is covered. Lastly, the course covers the ways to handle required minimum distributions. This course is a comprehensive overview of retirement plans and all the steps involved in planning to retire and actual retirement.
    + DETAILSDETAILS ↓ 
    Title:
    Tax Planning for Retirement Wealth
    Format:
    Online self-study course
    Prerequisite:
    Two to four years tax experience
    Advance Preparation:
    None
    Knowledge Level:
    Intermediate
    Subject Matter Area:
    Taxes
    Recommended CPE Credits:
    5 QAS/Registry (50-minute hour)
    Expiration Date:
    One year from date of receipt to complete program and submit quizzer to obtain credit
    Passing Grade for Quizzer:
    70 percent or higher
  • Retirement Income Taxation. Retirees have much to consider. Distributions from retirement plans, individual retirement accounts and income from Social Security benefits have tax consequences. Not only does this course define and explain various forms of retirement income, it discusses the tax effects. Be prepared for today's retirees and the millions who will follow them.
    + DETAILSDETAILS ↓ 
    Title:
    Retirement Income Taxation
    Format:
    Online self-study course
    Prerequisite:
    Basic understanding of retirement accounts
    Advance Preparation:
    None
    Knowledge Level:
    Intermediate
    Subject Matter Area:
    Taxes
    Recommended CPE Credits:
    3 QAS/Registry (50-minute hour)
    Expiration Date:
    One year from date of receipt to complete program and submit quizzer to obtain credit
    Passing Grade for Quizzer:
    70 percent or higher
  • Introduction to Social Security. This course covers social security benefits and the different ways to be eligible for social security as well as the primary insurance amount and how it is calculated. Additionally, we will cover spousal and survivor benefits, reduction of benefits and recent changes to claiming strategies.
    + DETAILSDETAILS ↓ 
    Title:
    Introduction to Social Security
    Format:
    Online self-study course
    Prerequisite:
    None
    Advance Preparation:
    None
    Knowledge Level:
    Basic
    Subject Matter Area:
    Taxes
    Recommended CPE Credits:
    1 QAS/Registry (50-minute hour)
    Expiration Date:
    One year from date of receipt to complete program and submit quizzer to obtain credit
    Passing Grade for Quizzer:
    70 percent or higher
  • Tax Strategies for Clients During their Golden Years. There are different types of strategies available to assist clients who are entering or who are currently in their retirement years, such as asset repositioning strategies, cash management strategies and tax-advantaged strategies. This course focuses on tax-advantaged strategies. Retirees often receive income from a variety of sources, including Social Security benefits and distributions from pensions, annuities, IRAs and other retirement plans. This course focuses on how the more common types of retirement income are taxed and strategies that may be implemented to reduce the taxpayer's federal income taxes. Chapter 1 reviews the computation of taxable Social Security benefits and strategies to minimize taxes. Chapter 2 covers exemptions to the early distribution tax on distributions from qualified retirement arrangements before age 59-1/2. Chapter 3 covers how the minimum required distribution rules affect retirement income and strategies for delaying distributions or minimizing taxes. Chapter 4 reviews tax strategies for lump-sum distributions.
    + DETAILSDETAILS ↓ 
    Title:
    Tax Strategies for Clients During their Golden Years
    Format:
    Online self-study course
    Prerequisite:
    Experience with federal income taxation for individuals
    Advance Preparation:
    None
    Knowledge Level:
    Intermediate
    Subject Matter Area:
    Taxes
    Recommended CPE Credits:
    3 QAS/Registry (50-minute hour)
    Expiration Date:
    One year from date of receipt to complete program and submit quizzer to obtain credit
    Passing Grade for Quizzer:
    70 percent or higher
  • Avoiding Post-Retirement Insolvency. This course discusses items important to individuals as they begin their journey toward retirement. First, and perhaps most importantly, individuals should be prepared to begin retirement with a solid financial footing. Secondly, it is important to consider when to begin claiming Social Security and the options available regarding spousal payments. This course also covers managing pension and retirement savings withdrawals, information on annuities and reverse mortgages, and managing medical expenses, including Medicare benefits, premiums, out-of-pocket expenses and supplemental coverage. Finally, the important topic of budgeting is discussed: balancing enjoyment with retirement income.
    + DETAILSDETAILS ↓ 
    Title:
    Avoiding Post-Retirement Insolvency
    Format:
    Online self-study course
    Prerequisite:
    None
    Advance Preparation:
    None
    Knowledge Level:
    Basic
    Subject Matter Area:
    Business Law
    Recommended CPE Credits:
    2 QAS/Registry (50-minute hour)
    Expiration Date:
    One year from date of receipt to complete program and submit quizzer to obtain credit
    Passing Grade for Quizzer:
    70 percent or higher
  • IRAs: Contributions. Numerous federal income tax provisions and rulings concern contributions to traditional IRAs, Roth IRAs, SEPs plans and SIMPLE plans, as well as some excise tax penalties associated with these different plans, are discussed herein. This course will help you master them.
    + DETAILSDETAILS ↓ 
    Title:
    IRAs: Contributions
    Format:
    Online self-study course
    Prerequisite:
    Basic knowledge of retirement accounts
    Advance Preparation:
    None
    Knowledge Level:
    Intermediate
    Subject Matter Area:
    Taxes
    Recommended CPE Credits:
    6 QAS/Registry (50-minute hour)
    Expiration Date:
    One year from date of receipt to complete program and submit quizzer to obtain credit
    Passing Grade for Quizzer:
    70 percent or higher
  • IRAs: Distributions. A distribution from a traditional IRA or a Roth IRA may be qualified or nonqualified. In either situation, a taxpayer may be required to include some or all of the distribution amount in gross income. A taxpayer may also incur an additional 10 percent excise tax on the distribution unless the taxpayer can satisfy one of the many exceptions. This course looks at all these issues as well as the regulations that have been issued concerning the mandatory distribution amounts and the exceptions subsequently added.
    + DETAILSDETAILS ↓ 
    Title:
    IRAs: Distributions
    Format:
    Online self-study course
    Prerequisite:
    Two to four years experience with IRAs
    Advance Preparation:
    None
    Knowledge Level:
    Advanced
    Subject Matter Area:
    Taxes
    Recommended CPE Credits:
    7 QAS/Registry (50-minute hour)
    Expiration Date:
    One year from date of receipt to complete program and submit quizzer to obtain credit
    Passing Grade for Quizzer:
    70 percent or higher
  • Retirement Planning for Expatriates to Central America. This course helps CPAs advise clients who are potential expatriate retirees to prioritize their choices for their lifestyle in an adopted country in Central America. Issues discussed include what's vital to have in a home abroad, how to maximize income and minimize taxes, what possessions to take and how to get them there, activities that help overcome culture shock, and even how to repatriate to the United States. This timely course assists retirees who plan to join the millions of Americans who live the great life abroad. Specifically, this course will discuss in more detail the countries of Belize, Panama and Costa Rica.
    + DETAILSDETAILS ↓ 
    Title:
    Retirement Planning for Expatriates to Central America
    Format:
    Online self-study course
    Prerequisite:
    None
    Advance Preparation:
    None
    Knowledge Level:
    Basic
    Subject Matter Area:
    Personal Development
    Recommended CPE Credits:
    2 QAS/Registry (50-minute hour)
    Expiration Date:
    One year from date of receipt to complete program and submit quizzer to obtain credit
    Passing Grade for Quizzer:
    70 percent or higher

FINAL EXAM
The final step is a comprehensive, web-based exam comprised of 57 multiple-choice questions.

+ DETAILSDETAILS ↓ 
Title:
Final Exam for Retirement Planning Certificate Program
Format:
Final Exam
Prerequisite:
All online self-study courses
Advance Preparation:
None
Knowledge Level:
Basic
Subject Matter Area:
Taxes
Recommended CPE Credits:
N/A
Notes:
The assignment will consist of a final exam on all parts of retirement planning program.
 

 

Program Duration
The program can be completed in as little as one week or at your speed, up to one year.
 

CPE CREDITS
The Retirement Planning Certificate Program provides learners with an opportunity to earn approximately 30 hours of Continuing Professional Education credit upon successful completion of the required courses.
 

PROGRAM COMPLETION
Those who successfully complete the program will be mailed a frameable Checkpoint Learning Retirement Planning Competency Certificate. Certificate holders can add this accomplishment to their resume or LinkedIn® profile and opt to be published on a list of program graduates on the Checkpoint Learning website.
 
 

QUESTIONS
If you have additional questions on this certificate program, please call us at 800.231.1860.
 

COST
$499 per user.
 

ORDER
Buy Now
Or, to purchase multiple seats for your team or firm, please call us at 800.231.1860.