DiPFA Module 5 – Retirement Planning Distance Learning – Coming soon

Our DiPFA Retirement Planning Module 5 Distance learning training includes simplified online videos, info graphics, online tools and you can also purchase the materials in hardcopy for an extra cost. In addition you will also get access to our “Mock-Quiz-Expert” multiple choice testing site with over 2,500 questions with detailed answers. Incorporated is email support and “ask a tutor” assistance. Our DiPFA AFA Retirement Planning course forms part of the 6 modular based financial advising qualification and will include units 9 and 10. Our online explainer videos have been created and are delivered by our top tutor who is the undisputed best trainer in the UK, with an exceptional pass rate.

Module 5: AFA Retirement Planning (AFAR) will look at state pensions by looking at how they work and the qualification criteria, as well as how they can form part of the overall financial wellbeing of the client. It will also cover work and private pensions and the tax regime applicable in order to properly advise clients during the accumulation phase including how much and where to invest to achieve an income in retirement. It will cover the vast area of technical knowledge required to understand all types of pensions as well as the decumulation phase and the various options on retirement and how they can be built into a clients financial planning.