Professional Certificate in Retirement Planning

This accredited training course is also available as a generic title:  Retirement Planning

Introduction

Planning to retire from full time work? Are you ready? This Professional Certificate in Retirement Planning training course guides employees through 5 days of interactive and activity-laden session that cover everything from retirement benefits to work-life. 

Traditionally, retirement planning training courses emphasized the employee benefits and financial factors related to retirement planning. Personal planning is important because it is the determining factor of your satisfaction with your retirement lifestyle. Financial planning is crucial because it identifies your sources of income and expenses and establishes your retirement budget, based on your personal plan.

Our dynamic and collaborative Professional Certificate in Retirement Planning training course focuses not only on these important issues, but also more personal issues such as work-life transitions, emotional preparedness and new or part-time employment.

• Retirement (voluntary or mandatory) is the next phase of career which should be planned ahead just like it was with the preceding phase of productive employment
• This continuous journey needs to be taken holistically, enabling one to psychologically and mentally prepare for a successful, productive and optimal life in retirement
• Retirement paradigm shift – “We retire to something, rather than from something”  
• Retirement is the “3rd Box” of life consisting not only of leisure but also contents of all the previous two “Boxes”, i.e. learning & self-development and productive life
• The retirement journey must be navigated with appropriate knowledge, skills, and abilities for optimal fulfillment and satisfaction

Objectives

At the end of this Professional Certificate in Retirement Planning training course, you will learn to:

• Assume accountability and responsibility for your retirement plan
• Profile your next theme of life that suits your character, interests, needs and current circumstances
• Develop your holistic retirement plans encompassing Spiritual-Physical-Intellectual-Career-Emotional-Social & Financial (SPICES/F) of life
• Make sound decisions to create (invest), protect (insure, etc.)  and distribute (wills, etc.) your wealth to achieve your financial well-being targets 
• Live a renewed life and create fulfilling retirement lifestyles
• Optimize your senior years in terms of personal freedom and self-realization

Training Methodology

This exciting and empowering Professional Certificate in Retirement Planning training course is transferred by means of short, focused presentations which are followed by experiential learning workshop sessions. In these sessions the knowledge gained is applied to real-world examples and case studies. Rapid learning of the methods and techniques is achieved by means of group work, individual work, participant discussion, facilitator interaction and constructive feedback.

Organisational Impact

A retirement plan has the potential to provide significant benefits and savings to both the organizations and their employees. The employer stands to:

• Enhance employee motivation and productivity
• Become a caring employer
• Attract and keep valuable employees
• Gain a recruiting advantage

Personal Impact

Planning ahead in any discipline and walks of life always add values and bring substantial advantages to the practitioners. For anyone who plans ahead for his/her retirement, they stand to:

• Attain peace of mind - planning ahead not only reduces your stress during retirement but also in the years leading up to it
• Optimize your retirement days in ways that suit your current situations
• Attain a more financially sound future
• Make more efficient career-related and general financial decisions prior to retirement with appropriate planning
• Make sure your plans work well with other relevant parties
• Reduce overall costs of living with appropriate planning