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Retirement Planning Training


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-de

This Retirement Planning online training series provides over 10 hours of self-paced courseware. This web-based training provides 6 months of unlimited access to all of the following lessons:

1 . Investing
2 . Money Management

Lesson Detail:

This course explains the basic investment tools to use to build up savings for retirement.

  • 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

Money Management
This course introduces basic financial planning and assessment strategies.

  • Creating a Plan
  • Assessing Your Financial State
  • Establishing Your Goals
  • Managing Your Assets
  • Building Up Your Savings
  • Professional Financial Help
  • Tax Strategies

Retirement Planning

This series is for anyone who is interested in investing for retirement.


  • 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.

Technical Requirements:

What You Get:

You will receive Unlimited Access to all of the Retirement Planning training tutorials listed above. Your online training courses will be available from anywhere you have internet access.This e-learning series includes all of the online training tutorials listed and is provided in an interactive, self-paced format. Retake any or all of our computer training as often as you want. Our online tutorials allow you to learn anywhere, anytime from any computer with internet access. All courses allow for 6 months of unlimited access (1 user), include a variety of features and qualify for Continuing Education Unit credit.

Web-Based Training Products:

You might also be interested in our Small Business Package which includes all of the Retirement Planning training courses listed above plus hundreds of hours of related online training courses


Small Business Package

Only $99.95   staffkit

Retirement Planning
Training Series
Total Courses: 2
Total Time: 10+ hours
Only $49.95
Available in Package only
Total Courses: 62
Total Time: 212+ hours
Only $99.95
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