Retirement Planning
You will receive 1 credit (CE) upon completion of this course.
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Course Description
Course Outline
Money Management
Time: 5.0 hour(s)
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
Investing
Time: 5.0 hour(s)
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
More Information
| Language | English |
| Course Length | 10.00 hours |
| Duration of Access | 1 year |
| Continuing Education Credits | 1 |
| Instructor | Self Study |
| Vendor | Webucator (Read more about Webucator accreditation.) |
| Course Certification | Otterbein College awards 1 CEU for every 10 hours of successfully completed course work. For the average completion time of any course, see the course outline. Select the category of courses you are interested in and then select the specific course. Average course completion time is listed under "Time" on each course catalog page. Students pay Otterbein College a $15 (subject to change) CEU application fee for each course completed for CEU credit. |
| Prerequisites/Audience | This series is for anyone who is interested in investing for retirement. |
| Requirements/Materials Included | The following are the minimum user system requirements necessary to enjoy maximum access to the HTML-based courses: 200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800x600 is recommended). Windows 95, 98, NT, 2000, or XP Internet Explorer 5.0 or higher required. An Authorware plug-in is used for course simulations but is not required to run the courses. It can be installed the first time you take a course by following the instructions shown on the Web page. The Macromedia Flash Player is used for course introductions and activities, but is not required to run the courses. It can be installed the first time you take a course by following the instructions shown at login. Netscape and AOL browsers are not supported. We do not formally support our courseware on the Macintosh platform. If you choose to try to use the courses on a Macintosh, you need to be aware that they will not have full functionality, specifically within the Authorware simulations and the supplied files. However, if you are a Macintosh user and make use of a Windows emulator, Authorware simulations and supplied files may function. Since we do not test with Macintosh or Windows emulators, we cannot guarantee our courses on the Macintosh platform. The courses play well through 56 KB modems. Of course, play is faster as connection speeds increase. The traditional HTML-based courses are designed for highly efficient, real-time presentation with an average page size under 20 K. The Business Skills Video courses use streaming media at a rate of 15 Frames Per Second. The media is sent in a continuous stream and is played as it arrives rather than waiting for the complete file to download. |