Course Offerings

Learn the principles of conservative retirement planning. This course highlights the ABC Planning Model and covers income planning, retirement budgeting, financial decision making, changes in planning paradigms, the history of markets, the impact of bear markets, and more. Increase your awareness of risk and asset allocation models that can help you manage risk exposure. The course does not offer specific solutions for individual retirement plans; it will give you the knowledge and confidence to make sound decisions that align with your own goals, objectives, and level of risk.

Course Objectives

understand the development of risk in the markets.


learn to strategically allocate assets in a conservative manner.

develop an income plan for your retirement.

know the difference between fixed principal and fixed income assets and how to use them.

develop their own financial profile.

know what questions to ask a potential advisor.

determine their own personal risk tolerance.

develop their own retirement budget.

Outline of Instruction

Contact Hours

6

CEUs

No

Industry Standard, State or National Certification

Certification

None

Website

None

Certification Learning Outcomes/Requirements

CE or CU Articulation

No

Prerequisites

None

Learning Supplies Needed

Materials provided

Clinical Site/Special Facilities

None

Requirements for Successful Completion

attendance

Accreditation/Special Approval Requirements

N/A

Intended Audience

Whether you are about to retire, have 20+ years to go, are self-employed, or just want to make sure you are on the right track, this course offers retirement planning for everyone.

Specific Industry or Business Support Needs

N/A

Wake County Need for Industry Positions

N/A

Industry or Job Titles Related to Training Outcomes for Employment

Related Courses

Course Contact Information

Community & Career Education Staff
919-532-5700
[email protected]