R 325

EX. VAT

Post Retirement Planning 2021

Online

COURSE DESCRIPTION

CPD Accreditation detail:

Professional Body: IOBSA
CPD hour allocation: CPD Hours (online learning): 3 CPD hours    
CPD registration 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.