The Diploma in Retirement Planning is designed to help you, if you work in the retirement funds industry and need to gain an understanding of the retirement planning process, or need an update of current practices regarding retirement planning and of the latest regulatory reforms in the retirement industry.  This course will provide you with current knowledge and skills in devising and maintaining a holistic retirement plan for clients at different life-cycle stages. It will develop your knowledge and understanding and ability to analyze pension and retirement planning issues.

Course Highlights

  • The price is for the whole course including final exam – no hidden fees
  • Accredited Certificate upon successful completion at an additional cost
  • Efficient exam system with instant results
  • Track progress within own personal learning portal
  • 24/7 customer support via live chat

Diploma in Retirement Planning has been given CPD accreditation and is one of the best-selling courses available to students worldwide.

This valuable course is suitable for anyone interested in working in this sector or who simply wants to learn more about the topic. If you’re an individual looking to excel within this field then Diploma in Retirement Planning is for you.

We’ve taken this comprehensive course and broken it down into several manageable modules which we believe will assist you to easily grasp each concept – from the fundamental to the most advanced aspects of the course. It really is a sure pathway to success.

All our courses offer 12 months access and are designed to be studied at your own pace so you can take as much or as little time as you need to complete and gain the full CPD accredited qualification. And, there are no hidden fees or exam charges.

We pride ourselves on having friendly and experienced instructors who provide full weekday support and are ready to help with any of your queries. So, if you need help, just drop them an email and await a speedy response.

Furthermore, you can check the validity of your qualification and verify your certification on our website at anytime.

So, why not improve your chances of gaining professional skills and better earning potential.

Assessment and Certification

At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. After you have successfully passed the final exam, you will be able to order an Accredited Certificate of Achievement at an additional cost of £19 for a PDF copy and £29 for an original print copy sent to you by post or for both £39.

Career Path

Not only does our CPD and IAO accredited course look good on your CV, setting you apart from the competition, it can be used as a stepping stone to greater things. Further advance your learning, launch a new career or reinvigorate an existing one.

On successful completion of this course, you have the potential to achieve an estimated salary of £22,000.

The sky really is the limit.

Course Curriculum

Module 1
Financial Planning And Planning For Retirement 00:15:00
Diversity Is Key In Retirement Planning 01:00:00
Financial Future And Planning For Retirement 00:15:00
IRA vs. 401 (k) 01:00:00
Long Term Retirement Planning 00:15:00
Planning Your Financial Retirement 01:00:00
Module 2
Properly Planning For Financial Retirement 01:00:00
Property Investment For Retirement 01:00:00
Retirement Planning : How Long Do You Expect To Live 01:00:00
Keys Considerations When Planning For Financial Retirement 01:00:00
Types Of Retirement Plans 01:00:00
What Are Iras? 01:00:00
Module 3
What Is A 401(K)? 01:00:00
Why A Financial Advisor? 01:00:00
Importance Of Planning For Retirement 00:30:00
A Financial Planner May Be Your Best Gift To Yourself 00:15:00
Common 401(k) Mistakes 00:30:00
Consolidation Or Multiple Accounts 00:30:00
Module 4
Dealing With Alzheimer’s 01:00:00
Find Senior Independent Living Peoples Near You 00:15:00
Importance Of Life Insurance For Financial Retirement Planning 00:30:00
Investing In Bonds 00:30:00
Long Term Care Options 00:30:00
Manage Your Money In Financial Retirement 00:15:00
Module 5
Retirement Planning And Savings Plans 01:00:00
Retirement Isn’t For Everybody 00:30:00
Roth Iras For Financial Retirement 00:30:00
The Future Of Senior Living And Assisted Living 01:00:00
Thinks To Consider When Considering A 401(K) 01:00:00
Perfect Time For Retirement 00:30:00
Mock Exam
Final Exam

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About

We are a company who is best known for offering awarding body accredited courses for anyone who wishes to take their professional life to the next level.

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