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

Retirement Planning
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
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
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
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
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
Succession Planning
Module One – Getting Started 01:00:00
Module Two – Succession Planning Vs. Replacement Planning 01:00:00
Module Three – Preparing for the Planning Process 01:00:00
Module Four – Initiating Process 01:00:00
Module Five – The SWOT Analysis 01:00:00
Module Six – Developing the Succession Plan 01:00:00
Module Seven – Executing the Plan 01:00:00
Module Eight – Gaining Support 01:00:00
Module Nine – Managing the Change 01:00:00
Module Ten – Overcoming Roadblocks 01:00:00
Module Eleven – Reaching the End 01:00:00
Module Twelve – Wrapping Up 01:00:00
Mock Exam
Final Exam

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