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Program Name CFP Board Program ID Hours Method Complexity
The Convergence of Health Care & Financial Planning 198673 1.0


Course Description

An overview of health care funding during retirement. The class includes training on Medicare, equipping advisors to become fluent and competaent in understanding its various components and the resulting impact on retirement planning. We also cover the importance of planning for long term care and the various approaches and solutions available to do so.

Learning Objective(s)

The objective is to understand how health care costs in retirement impact financial planning.

NOTE: Only those programs displayed with a gold star () are pre-approved CFP Board Ethics programs that satisfy CFP Board's 2-hour Standards of Professional Conduct CE requirement.

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