CPD Accreditation detail

Professional Body: IOBSA

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

CPD registration number: IOB200

Course description

Retirement planning is complex and multi-faceted, and the strength of any retirement plan rests heavily on the robustness of the underlying assumptions. This means that any assumptions used should be strenuously tested and regularly revisited to ensure that your retirement plan is fit for purpose.

In this course we point out several main assumptions that must be used in any retirement planning exercise but are often neglected or wrongly assumed. You will learn what impact and consequences it will have on a person’s life after retirement and most importantly, how to avoid it.

The following topics will be covered in this course:

• Life expectancy
• Post-retirement expenses
• Healthcare costs
• Selling your primary residence?
• Limited access to discretionary money
• Investment strategy
• Investments and the deceased estate