Professional Certificate in Retirement and Pension Planning

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Overview

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Learning outcomes

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Course content

1

Retirement Planning Process

2

Retirement Needs Analysis

3

Retirement Income Strategies

4

Social Security and Medicare

5

Employer-Sponsored Plans

6

Individual Retirement Accounts

7

Pension Plans and Annuities

8

Investment Strategies for Retirement

9

Tax Considerations in Retirement Planning

10

Estate Planning for Retirement.

Duration

The programme is available in two duration modes:
Fast track - 1 month
Standard mode - 2 months

Course fee

The fee for the programme is as follows:
Fast track - 1 month: GBP £140
Standard mode - 2 months: GBP £90

Career Path

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Key facts

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Why this course

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Frequently asked questions

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Showcase your achievement with a professional certificate upon successful course completion.