Once you have completed this course you will be able to:

• describe the general characteristics, terms and features of retirement products.
• explain how specific aspects of the pension funds act and circulars, the income tax act, and the long-term insurance act impact on retirement products.
• explain the legislative and tax implications applicable to specific sub-categories of retirement products.
• assess the appropriateness of specific retirement products and associated group risk benefit options for specific client needs.
• describe the options and strategies applicable to specific retirement classes of business products to suit the needs of different investors.
• describe the impact of applicable economic and environmental factors, such as economic business cycles, inflation, monetary and fiscal policies, interest rates and exchange rates.
• describe the typical fee structures, charges, and other costs associated with retirement products.
• describe the general risks associated with investing, purchasing or transacting in retirement products.

Who Should Register

• Key Individual
• Representative