Self-Study

The Retirement Planning Process

---

You can equip yourself with the knowledge and skills to excel in the dynamic world of retirement planning. Learning to counsel clients on practical and realistic retirement and financial independence goals will empower them to build a secure financial future. Topics you will explore include:

-Identifying clients' unique financial goals
-Designing tailored strategies
-Crafting personalized recommendations for their aspirations

You can ensure compliance and protection for plan participants by understanding key rules and laws governing retirement plans. You will learn about:

-The game-changing SECURE Act
-ERISA and the Internal Revenue Code (IRC)
-Strategies that protect clients from unintended tax consequences

Choose Your Path: Individual or Certificate Program
Flexible options - you can enroll in the individual course or take the Retirement Planning Certificate Program.

Major subjects

• Personalized financial strategies.
• Realistic expectations and goals for financial independence.
• The regulatory and legislative environment surrounding retirement plans.
• How ERISA and the Internal Revenue Code (IRC) govern qualified retirement plans and protect plan participants.

Learning objectives

• Determine the standards that apply to AICPA members performing personal financial planning engagements.
• Identify the elements that comprise the financial independence process.
• Calculate the annual spending goal for financial independence.
• Differentiate among the various types of personal financial planning engagements for financial independence.

Who should take this program?

• - Financial Planners - CPAs - Tax professionals

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $70.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

---

Related programs

July 20, 2026 | Surgent's Top 20 Questions Advisers Ask About the SECURE Acts and Other IRA Rules | Webinar

July 21, 2026 | Surgent's Update on the SECURE 2.0 Act | Webinar

July 21, 2026 | Retirement Planning: Next Stage for You or Your Client | Webinar

July 22, 2026 | IRAs: Traditional, Roth, SEP and SIMPLE | Webinar

July 22, 2026 | IRAs: Traditional, Roth, SEP and SIMPLE | Webinar

---

Related products

Surgent's A Guide to Nonqualified Deferred Compensation | Self-Study (On-Demand)

Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings | Self-Study (On-Demand)

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses | Self-Study (On-Demand)

Surgent's Update on the SECURE 2.0 Act | Self-Study (On-Demand)

Governmental and Employer Retirement Plans Process | Self-Study (On-Demand)

---