Course By: Growth in Motion
ABOUT THE COURSE
CPD Accreditation detail
Professional Body: IOBSA
CPD hour allocation: CPD Hours (online learning): 3.5 CPD hours
CPD Accreditation Number: IOB125
Who should register?
Key Individuals and Representatives who have met the competency requirements in other Classes of Business.
Key Individuals and Representatives not under supervision in this Class of Business, as a refresher and to earn CPD hours.
COURSE DESCRIPTION
Learners will gain sufficient knowledge and understanding of a retirement annuity and why it is regarded as one of the best solutions for pre-retirement saving.
The following topics are covered:
- What is a retirement annuity?
- Frequently asked questions from clients.
- Features and benefits of retirement annuities.
- Case study.
- Advisor tips.
