Pension Consultant Training
CPD Accredited | Free PDF & Hard Copy Certificate included | Free Retake Exam | Lifetime Access
Training Express Ltd
Summary
- Digital certificate - Free
- Hard copy certificate - Free
- Exam(s) / assessment(s) is included in price
- Tutor is available to students
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Overview
From understanding the intricacies of pension consulting to navigating the complex regulatory framework we have it all here! You'll dive into retirement planning, pension scheme assessment, selection, and implementation, ensuring you have a strong foundation in the field.
Maximising pension benefits and optimising investment strategies are essential components, allowing you to offer valuable advice to clients. You'll also gain expertise in compliance, ensuring your practice adheres to the regulatory standards. Effective communication and client relationship management skills are honed to help you build lasting partnerships with your clients.
By the end of this course, you'll be proficient in providing strategic pension advice, making informed decisions on scheme selection and investment, and ensuring compliance with industry regulations. You'll be well-prepared for a range of career opportunities in the field of pension consulting, ready to serve individuals and organisations in the UK.
Key Features
- CPD Accredited
- FREE PDF + Hardcopy certificate
- Fully online, interactive course
- Self-paced learning and laptop, tablet and smartphone-friendly
- 24/7 Learning Assistance
- Discounts on bulk purchases
Certificates
Digital certificate
Digital certificate - Included
Once you’ve successfully completed your course, you will immediately be sent a FREE digital certificate.
Hard copy certificate
Hard copy certificate - Included
Also, you can have your FREE printed certificate delivered by post (shipping cost £3.99 in the UK).
For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.
Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.
CPD
Course media
Resources
- Training Express Brochure - download
Description
Course Curriculum
- Module 01: Introduction to Pension Consulting
- Module 02: Retirement Planning and Pension Scheme Assessment
- Module 03: Pension Scheme Selection and Implementation
- Module 04: Pension Transfers and Consolidation
- Module 05: Pension Investment Strategies
- Module 06: Maximising Pension Benefits
- Module 07: Compliance And Regulatory Framework
- Module 08: Communication and Client Relationship Management
Learning Outcomes:
- Analyse retirement needs and recommend suitable pension schemes.
- Implement pension schemes while adhering to regulatory requirements.
- Develop effective pension investment strategies.
- Maximise pension benefits for clients.
- Ensure compliance with the regulatory framework.
- Build and manage client relationships successfully.
Accreditation
This course is CPD Quality Standards (CPD QS) accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.
Certificate
After completing this course, you will get a FREE Digital Certificate from Training Express.
Who is this course for?
- Financial Advisors
- HR Professionals
- Insurance Agents
- Accountants
- Investment Analysts
- Legal Professionals
- Recent Graduates
- Career Changers
Career path
- Pension Consultant
- Retirement Planning Advisor
- Pension Scheme Analyst
- Compliance Officer in Pension Firms
- Investment Strategist for Retirement
- HR Manager with Pension Expertise
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Legal information
This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.