Outline

Week 1: Overview and Client Relationships
 
Topics included in this section:

• Retirement Management Overview
• Client Relationships
• The Household Balance Sheet
• Life Cycle Plan

Week 2: Retirement Risk Profile

Topics included in this section:

• Assessing Retirement Risks
• Modern Portfolio Theory
• Examining Major Risks
• RIIA’s Retirement Risk Framework

Week 3: Risk Management Techniques Allocations

Topics included in this section:

• The Engineering Approach
• The Economic Approach
• The Empirical Approach

Week 4: Products and HealthCare

Topics included in this section:

• Choosing the Right Products
  • Characteristics of Floor and Upside Products
  • Review of Products
• Health Care Specialties
  • Out of Pocket Expenses
  • Medicare
  • Social Security
  • Pension

Week 5: Study and Review