R 350

EX. VAT

Fundamentals of Retirement Planning

Online

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