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Retirement and Succession Planning

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Description:

Retirement and succession planning is the management of filling the gap when a valuable employee retires. Retired workers or employers in your company can only be replaced with someone who has the same skills and knowledge. Companies and professionals who train their successor will not only help in filling the skills gap; it will also help in avoiding unstable future of business. If you want to know more about retirement and succession planning, then you don’t have to worry about finding another source, this course will provide you everything you need to learn.

Who is the course for?

  • Professionals who help people decide their retirement plans.
  • People who have an interest in their retirement plans.

Entry Requirement:

  • This course is available to all learners, of all academic backgrounds.
  • Learners should be aged 16 or over to undertake the qualification.
  • Good understanding of English language, numeracy and ICT are required to attend this course.

Assessment:  

  • 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.
  • Before sitting for your final exam, you will have the opportunity to test your proficiency with a mock exam.

Certification:

  • After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hard copy at the cost of £39 or in PDF format at the cost of £24.
  • PDF certificate’s turnaround time is 24 hours, and for the hardcopy certificate, it is 3-9 working days.

Why choose us?

  • Affordable, engaging & high-quality e-learning study materials;
  • Tutorial videos/materials from the industry leading experts;
  • Study in a user-friendly, advanced online learning platform;
  • Efficient exam systems for the assessment and instant result;
  • The UK & internationally recognized accredited qualification;
  • Access to course content on mobile, tablet or desktop from anywhere anytime;
  • The benefit of career advancement opportunities;
  • 24/7 student support via email.

Career Path:

The Retirement and Succession Planning Course is a useful qualification to possess, and would be beneficial for the following careers:

  • Career Guide Counsellor
  • Financial Adviser
  • Financial Consultant
  • Investment Planner
  • Retirement Consultant.

Course Curriculum

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