Post Retirement Planning
CPD Accreditation detail:
Professional Body: Compliance Institute Southern Africa
CPD hour allocation: CPD Hours (online learning): 4 CPD hours
CPD registration number: GiE20190900092
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.