Designing Qualified Plans

Certified Financial Planner (CFP)

Take This Course


2 credit hours

2 credits in CFP General

Topics Covered: Life and Health, Financial Planning, Life

If purchased today, this course must be completed by: December 31, 2019

Other credit types available: CE, PCE


There are many issues that are normally addressed in the design of a qualified plan; this course has been developed to introduce you to them. In it, we will discuss qualified plan design issues in large and small companies. Our emphasis, however, will be on the plans of small companies. Although “small” means many different things in different contexts, the meaning given to the term “small company” in this course is an employer that has fewer than 25 employees.

In this course you will learn about:

  • Characteristics of Qualified Plans
  • Designing the Plan Based on Employer Objectives
  • Qualified Plan Data Collection
  • Meeting the Employer’s Objectives


Course Details

Course Number: 216561
State-Approved Name: Designing Qualified Plans
Provider Number: 4717

Rules for Certified Financial Planner (CFP)

  • Course material may be downloaded.
  • Exam is open book.