CPD Accreditation detail:

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3.5 CPD hours    

CPD registration number: IOB125

 Who should register? 

• Key Individuals and Representatives who have met the competency requirements in other Classes of Business.
• Key Individuals and Representatives not under supervision in this Class of Business, as a refresher and to earn CPD hours.

COURSE DESCRIPTION

Learners will gain sufficient knowledge and understanding of a retirement annuity and why it is regarded as one of the best solutions for pre-retirement saving.

The following topics are covered:

• What is a retirement annuity?
• Frequently asked questions from clients.
• Features and benefits of retirement annuities.
• Case study.
• Advisor tips.