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Post-retirement planning online course

The term ‘retirement’ is not as finite a term as it may once have been. This course explores the concept of ‘retirement’ and advice aspects relevant to planning at, and after, retirement. Financial product options relevant to this area of planning are also reviewed. This course should thus enable a financial planner to engage sensibly with a client, who is close to retirement, about their priorities during retirement, as well as identify possibly issues and solutions that need to be considered and addressed.

Once you have successfully completed this course, you will be able to:
  1. Identify important considerations before deciding on an investment strategy for a client.
  2. Identify possible investment strategies and select available products for compulsory investments.
  3. Calculate the taxation of compulsory annuities.

Online course details

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