Textbook Version – The course material examines the planning process for retirement.  It looks at retirement goals and investing at various life stages.  This easy to read material uses many examples based on different ages and provides excellent advice on planning for retirement.

 Exam Proctor Requirements: Closed-book exam must be monitored by a disinterested 3rd party of at least 18 years of age, who has no corporate employment, personal relationship, or other interest in the student’s performance on the exam.

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