Curriculum
Module 1: Introduction to Retirement Planning
Pension Reform, Types of Retirement Plans
Module 2: Retirement Planning and Strategies
Retirement Need Analysis, Post-Retirement Counselling
Module 3: Introduction to Investment Planning
Investment Risk, Investment Returns
Module 4: Investment Vehicles
1Debt Investments, Equity and Others
Module 5: Investment Strategies
Asset Allocation, Portfolio Rebalancing
Learning Outcomes
Who Should Attend?
Job Prospects
Certification
After completing this course and successfully passing the certification examination, the student will be awarded the “Investment Planning for Individuals” certification.
If a learner chooses not to take up the examination, they will still get a 'Participation Certificate'.