Upon completion of this module you should be able to solve basic time value of money problems in order to help your clients determine their retirement savings need. You will also be able to identify the steps in the retirement planning process and utilize the data gathered from your client to develop and present financial planning recommendations.

About the Author

Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. You can contact Kristen at kristen.mackenzie@cffp.edu.

Complexity Level: Overview