The Principles of Retirement Planning course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning.  The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Model.  Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions.  It is not designed to give specific solutions to individual needs.

This course provides a fundamental working knowledge of the principles of developing a durable retirement income for those facing or already in retirement. The materials cover varied aspects of retirement income planning, such as longer life income challenges, excess taxation, inflation, healthcare expenses, aspects of making a financial decision, six areas where income is derived for retirement, and income goal setting, while highlighting the ABC Planning Model. Students will increase their awareness of the challenge and opportunities to develop durable retirement income to enhance their lifestyle. This course also covers general topics and is not designed to give specific solutions to individual needs.