Retirement Planning (Online)

This course provides you with current knowledge and skills in devising and maintaining a holistic retirement plan for clients at different life-cycle stages.

The course is ideal for students or employees working in the retirement funds industry who need to gain an understanding of the retirement planning process, or for professionals and practitioners who need an update of current practices regarding retirement planning and of the latest regulatory reforms in the retirement industry.

On successful completion of this short course, you will able to:

• apply knowledge of legislation and devise and maintain retirement plan for a client, including recommending and utilising efficient product options.
• determine and explain the practical and monetary implications of an existing retirement plan and suggest improvements thereto.
• explain the retirement reform process and implications thereof on tax, liquidity and estate planning to clients.