After completing Retirement Planning: Money Management
the user should be able to:
 | 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 |
|
Creating a Plan
 | Establishing basic retirement goals |
 | Creating
implementing
and monitoring retirement plans |
Assessing Your Financial State
 | Assessing financial resources |
 | Calculating earnings
savings
and benefits |
Establishing Your Goals
 | Importance of goals |
 | Deciding on goals |
Managing Your Assets
 | Maximizing resources |
 | Risk Versus Rate of Return |
Building Up Your Savings
 | Capitalizing on assets |
 | Growing savings |
 | Moving into investing |
Professional Financial Help
 | Types of professional advisers |
 | Using financial planners |
Tax Strategies
 | Cutting taxes |
 | Taking advantage of tax strategies |
|
A typical course has the following features:
 | Exercises that allow users to practice in the real application |
 | A file containing the text of the exercises |
 | Simulations that allow users to practice course skills
even if they don't have access to the real application |
 | A glossary |
 | A Skill Assessment |
|