Retirement Planning 2018 Advanced online course
We study a variety of aspects related to Retirement Planning:
- Tax implications of products, lump sums and income solutions
- Comprehensive examples of lump sum tax
- Impact of withdrawals from retirement funds
- Explore classic questions through detailed analysis and calculations
- Income solutions at retirement
- A big flaw in FNA systems when planning for retirement.
We do practical, comprehensive case studies to ensure you master the application of the concepts and theory.
Pre-requisites
- Solid understanding of Income Tax
- Solid understanding of investment and retirement products
- Experienced in planning for retirement
- Experienced in planning at retirement
- Eagerness to learn and elevate your thinking
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 NQF 6 or 8 qualification in Wealth Management / Financial Planning
Online course details
Online course registration
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