Certified Retirement Planner
Preliminary Course Outline
Unit 1: Basic Investments
a.
Annuities
Annuitiesb.Certificates of Deposit
Certificates of Depositc.Mutual Funds
Mutual Funds d.Money Market Accounts
Money Market Accountse.Corporate Bonds
Corporate BondsUnit 2: Government Investments
a.Municipal Bonds
Municipal Bondsb.Savings Bonds
Savings Bondsc.Treasuries
Treasuriesd.Government Insured Mortgages (Ginnie Mae)
Government Insured Mortgages (Ginnie Mae)Unit 3: Life Insurance
a.Term
Term b.Whole Life
Whole Lifec.Universal Life
Universal Lifed.Investment Considerations of Life Insurance
Investment Considerations of Life InsuranceUnit 4: Real Estate
a.Real Estate as a Direct Investment
Real Estate as a Direct Investmentb.REITs
REITsUnit 5: Retirement Planning Considerations
a.Planning Considerations and Needs Analysis
Planning Considerations and Needs Analysis b.IRAs
IRAsc.401(k)
401(k)d.SEP
SEPe.Keogh Plans
Keogh Plansf. Social Security
Social Securityg.Wills and Trusts
Wills and TrustsUnit 6: Health Considerations
a.Long Term Care Insurance
Long Term Care Insuranceb.Medicaid
Medicaidc.Accelerated Death Benefits
Accelerated Death Benefitsd.Living Wills
Living WillsUnit 7: Ethics
a.Understanding Ethics
Understanding Ethicsb.Regulation and Compliance
Regulation and Compliancec.Advertising and Marketing Materials
Advertising and Marketing Materialsd.Sales Presentations and Sales Practices
Sales Presentations and Sales Practicese.Suitability
Suitabilityf.CRP Code of Ethics
CRP Code of Ethics 