Planning for Retirement online course
We study Planning for Retirement, including:
- Purpose of, and factors impacting planning for retirement
- How to talk about money with clients
- Estimating a realistic need
- Determining shortfalls
- Do all relevant calculations
- Relevant solutions
We do practical case studies and we also offer templates that you can download to use in your practice.
Pre-requisites
- Good understanding of Income Tax
- Good understanding of investment and retirement products
- Eagerness to learn.
Who must enroll in the course
- Financial Planners and Advisers
- Broker Consultants who want to provide enhanced value to their panel
- Paraplanners
- Sales and Branch Managers
- Franchise Principals
- Key Individuals
- Support staff that helps with the Financial Planning process
- Students studying an NQF5, 6, 7 or 8 qualification in Wealth Management / Financial Planning.
Online course details
Online course registration
Register for this online course →
