INSURANCE PLANNING
Principles of risk and insuranceAnalysis and evaluation of risk exposuresHealth insurance and health care cost managementDisability income insuranceLong‐term care insuranceAnnuitiesLife insuranceIncome taxation of life insuranceBusiness uses of insuranceInsurance needs analysis
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INVESTMENT PLANNING
Characteristics, uses and taxation of investment vehiclesTypes of investment riskQuantitative investment conceptsMeasures of investment returnsAsset allocation and portfolio diversificationAccumulation & DistributionPortfolio development and analysisInvestment strategies
TAX STRATEGIES
Income tax fundamentals and calculationsCharacteristics and income taxation of business entitiesIncome taxation of trusts and estatesCost Basis Reporting & TrackingTax consequences of the disposition of propertyTax reduction/management techniquesPassive activity and at-risk rulesTax implications of special circumstancesCharitable contributions and deductions
ESTATE PLANNING
Characteristics and consequences of property titlingEstate planning documentsGifting strategiesIncapacity planningPowers of appointmentTypes, features, and taxation of trustsCharitable transfersDeferral and minimization of estate taxesFiduciaries
RETIREMENT PLANNING
Retirement needs analysisSocial Security (Old Age, Survivor, and Disability Insurance, OASDI)Types of retirement plansQualified plan rules and optionsOther tax-advantaged retirement plansRegulatory considerations (RMD’s; Pre-mature withdrawals)Key factors affecting plan selection for businessesInvestment considerations for retirement plansDistribution rules, alternatives, and taxation
FINANCIAL PLANNING
Financial planning processDefine needs, wants, wishesDevelop Roadmap for optimizing probability of progressContinual maintaining and tracking of financial plan progressRisk Management and Insurance StrategiesInvestment analysis & Portfolio managementEducation fundingRetirement PlanningEstate & legacy StrategiesPhilanthropic Objectives
Financial planning processDefine needs, wants, wishesDevelop Roadmap for optimizing probability of progressContinual maintaining and tracking of financial plan progressRisk Management and Insurance StrategiesInvestment analysis & Portfolio managementEducation fundingRetirement PlanningEstate & legacy StrategiesPhilanthropic Objectives
Principles of risk and insuranceAnalysis and evaluation of risk exposuresHealth insurance and health care cost management (individual)Disability income insurance (individual)Long‐term care insurance (individual)AnnuitiesLife insurance (individual)Income taxation of life insuranceBusiness uses of insuranceInsurance needs analysis
Characteristics, uses and taxation of investment vehiclesTypes of investment riskQuantitative investment conceptsMeasures of investment returnsAsset allocation and portfolio diversificationAccumulation & DistributionPortfolio development and analysisInvestment strategies
Income tax fundamentals and calculationsCharacteristics and income taxation of business entitiesIncome taxation of trusts and estatesCost Basis Reporting & TrackingTax consequences of the disposition of propertyTax reduction/management techniquesPassive activity and at-risk rulesTax implications of special circumstancesCharitable contributions and deductions
Characteristics and consequences of property titlingEstate planning documentsGifting strategiesIncapacity planningPowers of appointmentTypes, features, and taxation of trustsCharitable transfersDeferral and minimization of estate taxesFiduciaries
Retirement needs analysisSocial Security (Old Age, Survivor, and Disability Insurance, OASDI)Types of retirement plansQualified plan rules and optionsOther tax-advantaged retirement plansRegulatory considerations (RMD’s; Pre-mature withdrawals)Key factors affecting plan selection for businessesInvestment considerations for retirement plansDistribution rules, alternatives, and taxation