Retirement Planning – BUSI 688

CG • Section 8WK • 11/08/2019 to 04/16/2020 • Modified 07/28/2020

Course Description

This course provides a comprehensive overview of retirement planning needs and analysis for effective planning strategies.  Topics include qualified retirement plan design, Social Security, Medicare, group life health and disability insurance, and non-qualified deferred compensation.

Prerequisite

BUSI 687

Rationale

This course is part of the Certified Financial Planner (CFP®) curriculum program. This course provides an overview of a variety of financial planning topics specifically related to retirement planning. The purpose of this course is to provide students with the knowledge in retirement planning to be able to incorporate these concepts into a client’s complete and comprehensive financial plan.

Measurable Learning Outcomes

Upon successful completion of this course, the student will be able to:

  1. Develop and integrate a comprehensive, biblical perspective of retirement.
  2. Differentiate and evaluate between retirement plans and the rules and taxes that govern different types of plans, including business plans.
  3. Apply the Social Security system in the financial planning process.

Course Assignment

Textbook readings and lecture presentations

Course Requirements Checklist

After reading the Course Syllabus and Student Expectations, the student will complete the related checklist found in Module/Week 1.

Discussion Board Forums (4)

Discussion boards are collaborative learning experiences. Therefore, the student is required to provide a thread in response to a provided topic. The thread must be at least 350 words and integrate information drawn from experience and course-related information (books, articles, and presentations). Each Discussion Board thread should be posted in the DB Forum and as a Word document attached to the post. In addition to the thread, the student is required to reply to 2 other classmates’ threads. Each reply must be at least 250 words and integrate information drawn from experience and course-related information (books, articles, and presentations). There will be four (4) Discussion Board Forums throughout this course.

End of Chapter Discussion Questions (7)

The student will answer multiple discussion questions found at the end of each chapter. The assigned discussion questions can be found in each week’s Assignments folder.

Mini-Case Retirement Scenarios (2)

There are 2 short Mini-Case Retirement Scenarios in the course. These assignments are from the textbook and cover various aspects of a financial plan such as: financial situation analysis, taxes, insurance, investments, retirement, and estate planning.

Comprehensive Retirement Plan Analysis

Using the case study information and the financial planning software, the student is required to complete the Comprehensive Retirement Plan for the case from the textbook.

Comprehensive Retirement Plan Presentation

The student is required to create both a PowerPoint presentation of the Comprehensive Retirement Plan and record the presentation of the financial plan as if the client was present. In a real-life situation, the PowerPoint would be used to present the plan to the client. The audio recording should be embedded in the PowerPoint presentation. The presentation must be professional and written in a format that can be easily understood by the client, and the recording must correspond with the appropriate slides.

Quizzes (7)

Each quiz will cover the Reading & Study material for the assigned module/week and will be open-book/open-note. Each of the 7 quizzes will be in a multiple choice and true/false format.

Final Exam

The final comprehensive exam will be open-book/open-notes, contain 100 multiple-choice, true/false, and matching questions, and have a 3-hour time limit (180 minutes). The exam will cover all topics covered throughout this course.