Retirement Benefit Counselling

The Retirement Benefit Counselling course aims to empower individuals to make informed decisions, achieve their retirement goals, and enjoy a fulfilling and financially secure retirement. It involves a holistic approach that addresses various aspects of retirement planning, from financial preparedness to emotional well-being and life considerations.

Key concepts

The course is designed to:

Deepen your understanding of retirement planning concepts, strategies, and products. You’ll gain insights into topics such as investment options, tax considerations, social security optimisation, healthcare planning, and estate planning.
Enhance your skills in providing retirement planning advice and assistance.
Assess individuals’ financial situations, set retirement goals, develop personalised retirement plans, and effectively communicate recommendations.

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Syllabus

The course consists of 8 modules and will take approximately 8 hours of learning time to complete, including assessments and exercises.

Modules 1 - 8

Module 1: What is retirement?

This module will provide a comprehensive understanding of what a retirement fund is and various factors to consider when planning for and transitioning into retirement.

Module 2: A healthy retirement

This module will provide a comprehensive framework for promoting a healthy retirement, encompassing physical, mental, emotional, social, financial and lifestyle aspects of well-being.

Module 3: Financial planning for retirement

This module will focus on addressing key aspects of financial planning for retirement. Individuals can develop a comprehensive retirement strategy that aligns with their goals, priorities, and risk tolerance, ultimately achieving financial security and peace of mind in retirement.

Module 4: Living arrangements

This module will focus on helping individuals make informed decisions about their living arrangements in retirement, selecting options that best meet their needs, preferences, and long-term goals for a fulfilling and satisfying retirement lifestyle.

Module 5: Relationships

This module will focus on relationships in retirement and how individuals can cultivate and maintain meaningful relationships in retirement, fostering social connections, emotional support, and a sense of belonging that contribute to overall well-being and fulfilment in later life.

Module 6: Use of Time

This module will focus on areas where individuals can effectively manage their time in retirement, pursue activities that bring fulfilment and enjoyment, maintain healthy work-life balance, and create a rewarding and satisfying lifestyle in their later years.

Module 7: Safety and Security

This module will focus on how an individual can maintain their well-being and peace of mind as they age, creating a safe and secure environment for themselves in retirement, promoting overall well-being and quality of life as they age.

Module 8: Your Retirement

This module will focus on creating a personalised plan that reflects an individuals’ values, priorities, and vision for the future, ensuring a fulfilling and rewarding retirement experience tailored to their unique needs and circumstances.

What you earn

CPD Hours

Course fees

Fund Bookings

All costs are per learner and exclusive of VAT. Bulk discounts are available for groups of 5 or more.

This course provides participants with the knowledge, skills, and tools to effectively assist individuals in planning for a financially secure and fulfilling retirement. It covers various aspects of retirement planning, including financial, healthcare, legal, emotional, and lifestyle considerations, to provide a comprehensive and holistic approach to retirement benefit counselling.