Another title in our Advisor's Short Course® series written specifically for financial advisors.
This course was updated on 2/5/2008.
What's Covered
This course introduces advisors to the elements of designing qualified plans to meet the needs of business owners. It covers qualified plan design issues as they apply to both large and small companies. The emphasis, however, is on small company plans—specifically, qualified plans for those employers who have fewer than 25 employees.
The treatment of qualified plan design begins with a discussion of the characteristics of particular qualified plans in order to provide a foundation for the advisor to understand, in a general way, what they can accomplish for an employer.
The focus of the course then changes to an examination of the three areas that employers need to address in deciding on the right plan:
- What the plan should accomplish for the company;
- Who the plan should favor;
- How much can be allocated to pay for the plan.
Following a discussion of these three general areas of employer concern, the course looks at how to identify employer objectives.
Finally, the advisor’s attention is focused on the more analytical aspects of plan design: matching the common employer objectives with the appropriate qualified plan.
Beacon Hill e-Exam
This course comes with our e-Exam electronic exam answer sheet. You complete your exam on your computer using an electronic PDF form and, with the click of a button, Email it in for grading and, in under thirty minutes, you will receive an Emailed response with your certificate attached.
The e-Exam electronic PDF form is included with the course file on the downloadable PDF version of the course. You don't need to log-on to our Website – the form is attached directly to the course. ( If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.)
Author
Paul Winn, CLU, ChFC
What's Included
Course text (54 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board.
Additional CE credit Information
CFP® and PACE credit available in all states.
Field(s) of Study: Retirement Planning (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
Program delivery method: Self-study–print or download.
How to Order
Order online or by phone (800-588-7039)
To order online:
Enter quantity below
Select purchase option (Print or Download Version)
Click "Add to Cart"
Discounts and shipping/handling, if applicable, are added during checkout, just before payment.
Don't forget: Get 18% off when you order 3 or more courses!
Qualified Plan Design
are certification marks owned by the Certified
Financial Planner Board of Standards, Inc. These marks are awarded to individuals who
successfully complete CFP® Board's initial and ongoing certification requirements.
