Retirement Planning
This series is designed to help users plan for a financially secure retirement. Basic concepts of financial planning, goal setting, and maximizing assets are discussed. Also covered are strategies for finding good professional financial advisers. An in-depth discussion of investing strategies is provided, including company retirement plans, stocks, bonds, mutual funds, allocation and diversification of funds, and tax strategies.
Audience:
This series is for anyone who is interested in investing for retirement.
This series is for anyone who is interested in investing for retirement.
Features:
- Exercises allow learners to practice in the actual application being studied.
- A Course Topics list contains active hyperlinks, permitting quick access to specific topics.
- Find-A-Word allows learners to look up an unfamiliar term in the Glossary, on the Web, or in a dictionary. In addition, it lets them find other occurrences of the term in the same course.
- Search text enables learners to rapidly search all text within a course to easily retrieve information required.
- Courses challenge the learner with a variety of question formats, including multi-step simulations, true/false, multiple choice, and fill-in-the-blank.
- A skill assessment generates a customized learning path based on the results of a pre-test.
- A glossary provides a reference for definitions of unfamiliar terms.
- Bookmarking tracks the learner's progress in a course.
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Summary:
This course explains the basic investment tools to use to build up savings for retirement.
Objectives:
- Use company retirement plans
- Invest cash reserves
- Utilize stock, mutual fund, and bond investments
- Take advantage of tax strategies for investments
- Allocate assets between investments
Topics:
- The Tools of Retirement Investing
- Employer Investment Programs
- Cash Investments
- Stock and Mutual Fund Investments
- Bond Investments
- Minimizing Investment Taxes
- Allocating Your Assets
- Investment Strategies
Technical Requirements:
P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Vista, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Javascript, DHTML and cookies enabled; Sound card with speakers or headphones strongly recommended.
Summary:
This course introduces basic financial planning and assessment strategies.
Objectives:
- Create retirement goals
- Plan for reaching retirement goals
- Assess current assets and their investment
- Build up savings
- Find good professional financial advisors
- Make the most of tax strategies
Topics:
- Creating a Plan
- Assessing Your Financial State
- Establishing Your Goals
- Managing Your Assets
- Building Up Your Savings
- Professional Financial Help
- Tax Strategies
Technical Requirements:
P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Vista, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Javascript, DHTML and cookies enabled; Sound card with speakers or headphones strongly recommended.
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Product Features
Total Hours: 10
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