Post Retirement Planning

Post retirement planning.

Published in:

Course By: Growth in Motion


CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3 CPD hours   

CPD Accreditation Number: IOB112


The following topics will be covered in this course: 

  • Preparing Clients for the phase after retirement.
  • The Psychology of Retirement.
  • What you must know about incapacity.
  • Retirement Accommodation options.

Who should register?

  • Key individuals managing advisors in sub-categories 1.3, 1.4 and 1.7.
  • Representatives advising clients on aspects of retirement.
  • Any advisor who wants to learn more about the other aspects to consider for post-retirement planning.
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