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Paul Winn's Qualified Plan Design Update View Table of Contents [ Print This Page ] Recommended CPE Credit: CFP®: 3 Licenses: CFP ® PACE Course Description (scroll down to order) This course was updated on 1/20/2010. 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. Course and Credit Information Author: Paul Winn, CLU, ChFC Course text (55 pages). Exam and Grading:  Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). CFP® credits reported automatically (if applicable). Program delivery method: Self-study, available in print or download . Program level: Overview; Course prerequisites: None; Advance preparation: None Subject Codes/Fields of Study: CFP Board,  NAPFA: Retirement Planning. NAPFA members: Download a course credit-by-subject chart from our Resources page. Credit Information: CFP® and PACE credit available in all states. Course-sponsor number: CFP Board: 1008. How to Order Order online or by phone (800-588-7039) To order online: 1. (Optional) Log-in or Open an Account. 2. Enter quantity below 3. Select how you would like to receive the course (printed materials sent in the mail or PDF file downloaded and saved to your computer). 4. Click "Add to Cart", continue shopping or proceed to secure checkout.  PDF Downloads: The PDF version of the course is downloaded, including the exam, from the purchase confirmation page (first download the course file to your computer, then open it.  Don't forget: Get 18% off when you order 3 or more courses. Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Print Price:  $59.00 Download Price:  $49.00 Quantity  Purchase Option:  Print Version Download Version