Course By: Growth in Motion
ABOUT THE COURSE
CPD Accreditation detail
Professional Body: IOBSA
CPD hour allocation: CPD Hours (online learning): 4 CPD hours
CPD Accreditation Number: IOB120
COURSE DESCRIPTION
The following topics are covered in this course:
- When is a good time to start planning for retirement?
- What is enough?
- The Retirement Planning stages
- Post Retirement Period
- Income required after retirement
- Period to Retirement
- Capital required at retirement
- How to deal with current retirement provisions
- Dealing with affordability
- Adjustments to a Retirement Plan
- Case Studies & Knowledge assessments