Diploma in Retirement Planning - Best Selling CPD accredited Diploma
Course
Online
Description
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Type
Course
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Level
Intermediate
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Methodology
Online
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Class hours
20h
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Duration
Flexible
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Start date
Different dates available
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Online campus
Yes
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Delivery of study materials
Yes
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Support service
Yes
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Virtual classes
Yes
The Diploma in Retirement Planning is designed to help you, if you work in the retirement funds industry and need to gain an understanding of the retirement planning process, or need an update of current practices regarding retirement planning and of the latest regulatory reforms in the retirement industry. This course will provide you with current knowledge and skills in devising and maintaining a holistic retirement plan for clients at different life-cycle stages. It will develop your knowledge and understanding and ability to analyze pension and retirement planning issues.
Important information
Price for Emagister users:
Facilities
Location
Start date
Start date
About this course
On receiving your request an academic officer from the course will call you to explain everything about the course, including how you can sign up, payment options and enrollment periods
Reviews
Subjects
- Financial Planning
- Financial
- Planning
- Industry
- Accredited
- Financial Training
- Consolidation
- Savings Plans
- Long Term Care
- Perfect Time For Retirement
Teachers and trainers (1)
Alpha Academy
Instructor
Course programme
COURSE CURRICULUM
Module 1
- Financial Planning And Planning For Retirement
- Diversity Is Key In Retirement Planning
- Financial Future And Planning For Retirement
- IRA vs. 401 (k)
- Long Term Retirement Planning
- Planning Your Financial Retirement
Module 2
- Properly Planning For Financial Retirement
- Property Investment For Retirement
- Retirement Planning : How Long Do You Expect To Live
- Keys Considerations When Planning For Financial Retirement
- Types Of Retirement Plans
- What Are Iras?
Module 3
- What Is A 401(K)?
- Why A Financial Advisor?
- Importance Of Planning For Retirement
- A Financial Planner May Be Your Best Gift To Yourself
- Common 401(k) Mistakes
- Consolidation Or Multiple Accounts
Module 4
- Dealing With Alzheimer’s
- Find Senior Independent Living Peoples Near You
- Importance Of Life Insurance For Financial Retirement Planning
- Investing In Bonds
- Long Term Care Options
- Manage Your Money In Financial Retirement
Module 5
- Retirement Planning And Savings Plans
- Retirement Isn’t For Everybody
- Roth Iras For Financial Retirement
- The Future Of Senior Living And Assisted Living
- Thinks To Consider When Considering A 401(K)
- Perfect Time For Retirement
Assessment and Certification
At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. After you have successfully passed the final exam, you will be able to order an Accredited Certificate of Achievement at an additional cost of £19 for a PDF copy and £29 for an original print copy sent to you by post or for both £39.
Diploma in Retirement Planning - Best Selling CPD accredited Diploma