Diploma in Retirement Planning – Alpha Academy

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Diploma in Retirement Planning ( 9 REVIEWS ) 

359 STUDENTS

The is designed to help you, if you work in the retirement funds industry and need to gain an understanding …

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£197.00

1 YEAR LEVEL 2 - CERTIFICATE COURSE BADGE COURSE CERTIFICATE

30

NUMBER OF UNITS NUMBER OF QUIZZES

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CURRICULUM

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21 HOURS

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REVIEWS

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 di erent life-cycle stages. It will develop your knowledge and understanding and ability to analyze pension and retirement planning issues.

359 STUDENTS ENROLLED

Course Highlights The price is for the whole course including nal exam – no hidden fees Accredited Certi cate upon successful completion at an additional cost E cient exam system with instant results Track progress within own personal learning portal 24/7 customer support via live chat

GBP

AE D

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

USD

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 eld then Diploma in Retirement Planning is for you.

SA R

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.

EUR

All our courses o er 3 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 quali cation. 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 quali cation and verify your certi cation on our website at anytime. So, why not improve your chances of gaining professional skills and better earning potential.

Assessment and Certi cation 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 nal exam, you will be able to order an Accredited Certi cate 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.

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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

ACCREDITED BY

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

CENTRE APPROVED BY

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

Registered with the UK Register of Learning Providers (UKRLP) UKPRN: 10063816

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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

OUR STUDENTS SAY.. 

An extremely helpful and inform course, especially in conjunction quiz and video tutorial.

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

Mike Student, Finance

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Mock Exam Final Exam

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We are a company who is best known for o ering awarding body accredited courses for anyone who wishes to take their professional life to the next level.  11 Floor, 15 St Botolph Street, London EC3A 7BB  020 3965 2556  info@alphaacademy.org

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