COURSE DESCRIPTION

CPD Accreditation detail:

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 4 CPD hours    

CPD registration number: IOB120

The following topics are covered in this course:

• When is a good time to start planning for retirement?
• What is enough?
• The Retirement Planning stages
• Post Retirement Period
• Income required after retirement
• Period to Retirement
• Capital required at retirement
• How to deal with current retirement provisions
• Dealing with affordability
• Adjustments to a Retirement Plan
• Case Studies & Knowledge assessments