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CodeSignal

Long-Term Financial Planning

via CodeSignal

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No Longer Offered

Overview

Look toward the future by exploring the basics of retirement planning and insurance. This course provides a high-level introduction to securing your long-term financial well-being.

Syllabus

  • Unit 1: Why Start Saving Early
  • Unit 2: Calculating Your Future Wealth
  • Unit 3: Understanding 401k Plans
  • Unit 4: Understanding IRAs
  • Unit 5: Mastering Retirement Accounts
  • Unit 6: The Basics of Insurance
  • Unit 7: Applying Insurance Principles
  • Unit 8: Health and Disability Insurance
  • Unit 9: Life and Property Insurance
  • Unit 10: Insurance Strategy Practice
  • Unit 11: Building Your Financial Plan

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