How To Plan And Prepare For Your Retirement
If you are planning your retirement or venturing into retirement services as an advisor, you will learn all the strategies here.
Last Updated: Wednesday, October 19 2022
Course Details:
  • Category:Investing
  • Difficulty:Basic
Course details

How To Plan And Prepare For Your Retirement

If you are planning your retirement or venturing into retirement services as an advisor, you will learn all the strategies here.

Updated October, 2022 | 3 Modules | All Levels

Description

This course will set different stepping stones for the preparation of a secure retirement. Upon completion, you will be able to assess your tolerance for risk while planning a retirement. You can evaluate various investment options available and build an investment mindset for your golden days. Also, this course will provide all the fundamental knowledge for those looking to be an advisor in the financial services industry.

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About Course

3 Modules

Downloadable Resources

Full lifetime access

Access on mobile and TV

Assignments

Certificate of completion

AUD
1400

Course content
  • 3 Modules

Expand all sections

Retirement basics, planning, and calculation

This module will help you understand the need for and importance of retirement planning and social security. 

What has been covered:

  • Retirement basics
  • Steps for planning retirement
  • Pension and Social Security
  • Retirement income and spending
  • Retirement lifestyle

Basic

13:46 mins

How pension works

Plans for your secure and sustainable retirement depend on how you envision it. Also, know about the obstacles while planning your retirement, including the common mistakes.

 

What has been covered:

  • Pension and its functionality
  • Different pension options
  • Obstacles in retirement planning
  • Common mistakes to avoid

Basic

8:14 mins

How to build a retirement pot

This module will help you understand the steps to build an adequate retirement pot. It will also help you calculate the expected retirement corpus and the annuity required. Not only this, but it will also touch upon investment planning, risk management, and asset protection aspects of retirement planning.

 

What has been covered:

  • Creating a retirement pot
  • How to create a fund for retirement
  • Tools and calculators
  • Benefits and challenges of retirement calculator
  • Disbursement of retirement corpus and pension options
  • Investment planning, risk management
  • Asset protection

Basic

13:34 mins

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Frequently asked questions

This is a basic level course, covering the fundamentals of retirement planning. Being an all-encompassing course, the “Money and retirement planning’ course does not require any previous learning to be covered.

The course covers various aspects of retirement planning, from the need for pension and social security to factors that affect retirement income. Apart from covering tips on how to maintain a sustainable lifestyle to make retirement easier, the course also throws light on how retirement can be enhanced with the help of investments. It also gives a detailed explanation of different types of pensions and retirement plans.

The course has been divided into different modules, each of which comprises relevant chapters on the subject, hence we recommend taking the course in the order presented.

The course is completely online. You can access your videos and readings anytime and anywhere via the web or mobile device.

With this course, you will be able to understand how a pension works and what are some of the common mistakes in retirement planning. Additionally, it will help understand how to build a substantial retirement pot and what are some of the associated risks that one should be wary of. Once you are done with this course, you might be able to build a better vision for your retirement in the future.

The learnings from the “Money and retirement planning” can be used to build a structure for your retirement. To build security in your retirement years, the foundation needs to be laid in your early years when you are employed. With this course, individuals nearing retirement as well as those far away from it can utilise their time in the most fruitful manner to obtain a sizeable retirement pot.