DiPFA Module 4 – Retirement Planning Online Real Time Webinar Course
DiPFA AFA Retirement Planning module 5 three day Online Real Time Webinar course is delivered online and in REAL TIME via Cisco Webex. The materials are sent out in advance and a link that helps you join the virtual classroom. Courses run from 9.30am to 5pm. The sessions are fully interactive; allowing students to communicate with the tutor and other students. All you need is internet connection and a microphone. Module 5: AFA Retirement Planning (AFAR) will cover both units 9 and 10 and 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.
In addition you will receive the distance learning resources for 3 months from when you attend your webinar course. The Distance learning training includes simplified online videos, info graphics and online tools. In addition you will also get access to our “Mock-Quiz-Expert” multiple choice testing site with over 3,500 questions with detailed answers. Incorporated is email support and “ask a tutor” assistance.
