When will I receive my Course Certificate?

If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

Why can’t I audit this course?

This course is currently available only to learners who have paid or received financial aid, when available.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Retirement and Estate Planning

Retirement and Estate Planning

This course is part of Personal Financial Planning Specialization

Instructor: Pearson

Included with Learn more

1 module

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

1 module

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Develop a strategic retirement plan by evaluating various retirement accounts and benefit distribution options.
Apply essential estate planning principles, including outlining a will and implementing strategies to avoid probate.

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

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Build your subject-matter expertise

This course is part of the Personal Financial Planning Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There is 1 module in this course

Secure your financial legacy by mastering the essentials of retirement and estate planning. This comprehensive course will guide you through comparing different retirement plans and creating a personalized strategy to fund your desired lifestyle. You will also learn the critical components of a will and explore effective strategies like trusts to ensure your assets are distributed according to your wishes. You'll leave with a clear roadmap to protect your future and provide for the people and causes you care about most.

This course provides a comprehensive guide to retirement and estate planning. You'll differentiate between various retirement plans, compare benefit distribution options, and learn to create a personalized retirement plan to achieve a desired lifestyle. Additionally, you'll understand the importance of estate planning, outlining the major components of a will and exploring strategies to avoid probate, such as trusts and beneficiary designations. By the end, you'll possess an understanding of these concepts, empowering you to distribute assets according to one's wishes.

What's included

2 assignments4 app items4 plugins

2 assignmentsTotal 120 minutes

Graded Quiz60 minutes
Practice Quiz60 minutes

4 app itemsTotal 95 minutes

Reading: Planning for Retirement pp. 510-52530 minutes
Reading: Retirement Plans for Individuals, Self-Employed and Those in Small Businesses pp. 526-53925 minutes
Reading: Estate Planning and Wills pp. 550-55920 minutes
Reading: Avoiding Probate pp. 560-56820 minutes

4 pluginsTotal 20 minutes

Interactive: Employer-Sponsored Retirement Plans5 minutes
Interactive: Retirement Plans for the Self-Employed5 minutes
Interactive: Basic Clauses of a Will5 minutes
Interactive: Avoiding Probate5 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Pearson

152 Courses306 learners

Offered by

Pearson

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Frequently asked questions

Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.

If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.

Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.