Last updated: April 17 2014
Expand your business and assist baby-boomer clients in defending their retirement savings against tax erosion with the with the Advanced Tax-Efficient Retirement Income Planning course.
The objective of this course is to marry tax and financial planning competencies to fund income requirements into the future while preserving, growing and transitioning wealth tax efficiently to the next generation.
This leading edge program is designed to provide structure and process for advisors interested in specializing in tax efficient retirement income planning. This is a skillset in great demand by the baby boomer demographic—the most affluent generation in our history—who seek credible, trusted, and expert solutions to their complex retirement planning requirements, and view tax erosion as the biggest threat to their wealth.
Certified Skill Sets: This course covers a holistic retirement income planning process which will result in the student acquiring the skills to do the following:
Practice Management Thesis: A comprehensive case study will be completed for each of the profiles above to demonstrate the student's ability to gather information, assess current and ongoing income and wealth planning results and worth with tax efficiency to plan retirement income.
Multi-Media: This course features an audio overview of the material in the course with accompanying PowerPoint presentation.
KNOWLEDGE BUREAU TOOLS INCLUDED:
MARKS ALLOCATION:
Quizzes | 25% |
Case Studies | 50% |
Final Exam | 25% |
Passing Grade | 60% |
Honours Achievement | 90% |