• Retirement needs analysis
• Social Security (old Age, Survivor, and Disability Insurance, OASDI)
• Types of retirement plans
• Qualified plan rules and options
• Other tax-advantaged retirement plans
• Regulatory considerations (RMD’s; Pre-mature withdrawals)
• Key factors affecting plan selection for businesses
• Investment considerations for retirement plans
• Distribution rules, alternatives, and taxation

•Characteristics and consequences of property titling
•Estate planning documents
•Gifting strategies
•Incapacity planning
•Powers of appointment
•Types, features, and taxation of trusts
•Charitable transfers
•Deferral and minimization of estate taxes
•Fiduciaries

•Income tax fundamentals and calculations
•Characteristics and income taxation of business entities
•Income taxation of trusts and estates
•Cost Basis Reporting & Tracking
•Tax consequences of the disposition of property
•Tax reduction/management techniques
•Passive activity and at-risk rules
•Tax implications of special circumstances
•Charitable contributions and deductions

•Characteristics, uses and taxation of investment vehicles
•Types of investment risk
•Quantitative investment concepts
•Measures of investment returns
•Asset allocation and portfolio diversification
•Accumulation & Distribution
•Portfolio development and analysis
•Investment Strategies

•Principles of risk and insurance
•Analysis and evaluation of risk exposures
•Health Insurance and health care cost management (individual)
•Disability Income Insurance (individual)
•Long-term care insurance (individual)
•Annuities
•Life insurance (individual)
•Income taxation of life insurance
•Business uses of insurance
•Insurance needs analysis