Post Retirement Planning
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.