Retirement Planning – Taxation on Lump Sum Benefits Course video
The Retirement Planning – Taxation on Lump Sum Benefits Course covers the following topics:
- Tax template for individuals
- Different types of lump sum benefits
- Method of calculating the tax (public sector funds excluded)
- Withdrawal benefits
- Retirement benefits
- Retirement date definition
- Accrual date for tax purposes
Please note that this course focuses on the technical aspects and theory behind taxation on lump sum benefits.
The course consists of an hour-long video illustrating the different tax treatments of lump sum retirement and withdrawal benefits in a practical manner. It ends with a short five-mark quiz to test your knowledge and verify the learning. The pass mark for the course is 60% and you may attempt the quiz three times in order to achieve the pass mark and earn the 1.5 verifiable CPD hours.
Learners will be able to download the presentation in PDF format for making notes and future reference.
Once you have passed the quiz, you will be able to download a certificate of successful completion.
Who should complete this course?
Financial planners who advise clients on pre- and post-retirement matters.
How will learners benefit?
Key Individuals and Representatives who complete this online course will gain a clear understanding of the different tax treatments on retirement or withdrawal of pension fund lump sum benefits and earn 1.5 CPD hours towards maintaining their competence requirements.
FPI members will earn 1.5 CPD hours in the Online Programme category. The SAIT members will also earn 1.5 CPD hours.
Video details
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You can either purchase this course individually or you can purchase it as part of a CPD package deal that is currently running on all our online content. This deal has been structured to give you easy access to FSCA CPD hours in a convenient and affordable way.
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