Retirement Planning Specialist
With over $15 trillion in retirement assets in the United States, an aging population, and rising concern over the future of Social Security, the public demand for financial professionals with retirement planning expertise has never been greater. The new baseline for successful financial professionals requires them to have expertise in both investments and retirement planning. However, in seeking to develop their expertise, their primary obstacle is that most educational programs merely provide textbook knowledge about retirement planning; they don’t teach them the skills required to do retirement planning.
That is what sets the Retirement Planning Specialist Program apart. Built from the ground up with a focus on client application skills, this program teaches all the technical skills of planning for retirement and income planning during retirement, but always in the context of how those skills are to be applied with clients. From beginning to end, this program is designed to give financial professionals the knowledge, skills, and confidence to effectively help clients address their retirement planning needs.
Click on the elements below to learn more about the breadth and depth of issues addressed in the Program.
Target Audience
Financial services professionals seeking in-depth knowledge of how to work with clients on retirement planning issues.
Structure
This program equips professionals with a structured approach that targets the key issues of relevance at each of the three stages of the retirement planning cycle: accumulation, transition, and distribution.