• Differentiate among the various types of personal financial planning engagements for financial independence.
• Identify the elements that comprise the financial independence process.
• Calculate the annual spending goal for financial independence.
• The requirements for who may participate in a qualified plan.
• Which coverage test is made based on benefits provided under a qualified plan.
• The requirements associated with top-heavy plans.
• The benefits of an ERISA Section 404(c) election

• Setting realistic expectations and goals.
• The process of identifying personal financial goals and resources.
• Design financial strategies.
• Making personalized recommendations.
• The regulatory and legislative environment surrounding retirement plans.
• How ERISA and the Internal Revenue Code (IRC) govern qualified retirement plans and protect plan participants.

None.