Courses begin every month. A new edition of our catalog is published three times a year in early April, July and December.

Employment Benefits and Personal Financial Planning

X433.6 (2 semester units in Business Administration)

2 CE units for life agents--LX

A requirement in the Professional Sequence in Personal Financial Planning

Various plans are available for providing retirement and other investment-oriented employment benefits. This course examines the alternatives available to business clients, the benefits provided to their employees, planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of each alternative.

Topics include stock options, nonqualified deferred compensation plans and other capital accumulation devices, tax-favored corporate retirement plans, noncorporate retirement programs, and taxation of benefits. Fiduciary responsibility requirements in connection with retirement plans are also discussed. Enrollment is limited.

Prerequisites: See Professional Sequence in Personal Financial Planning.

Click below for sections, start dates, locations, instructors,
and to enroll.

Wed. June 4, Berkeley

Sections closed for enrollment

Wed. Feb. 13, Berkeley