Fundamentals of Retirement Planning

6.5 CPD


This module relates to the fundamentals of retirement planning, i.e. financial planning knowledge and skills to assist a client in saving adequately for retirement, including conducting a needs analysis. It is not a comprehensive study of retirement planning as the aim is to serve as a refresher on the main concepts or to build fundamental knowledge on retirement planning.


Focus Area

  • To understand retirement fund role players, products and key legislation
  • To be able to conduct a needs analysis following a financial planning process
  • To identify a suitable investment strategy and portfolio solution

Who should register?

Financial planners, Financial advisors, Para-planners, Business owners

CPD information

6.5 CPD Hours


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