CPD Accreditation detail:
Professional Body: Compliance Institute Southern Africa
CPD hour allocation: CPD Hours (online learning): 3 CPD hours
CPD registration number: GiE202008000113
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.