Retirement and Succession Planning

Retirement and succession planning is the management of filling the gap when a valuable employee retires. Retired workers or employers in your company can only be replaced with someone who has the same skills and knowledge. Companies and professionals who train their successor will not only help in filling the skills gap; it will also help in avoiding unstable future of business. If you want to know more about retirement and succession planning, then you don’t have to worry about finding another source, this course will provide you everything you need to learn.

COURSE CURRICULUM

Retirement Planning

• Financial Planning And Planning For Retirement
• Diversity Is Key In Retirement Planning
• Financial Future And Planning For Retirement
• IRA vs. 401 (k)
• Long Term Retirement Planning
• Planning Your Financial Retirement
• Properly Planning For Financial Retirement
• Property Investment For Retirement
• Retirement Planning : How Long Do You Expect To Live
• Keys Considerations When Planning For Financial Retirement
• Types Of Retirement Plans
• What Are Iras?
• What Is A 401(K)?
• Why A Financial Advisor?
• Importance Of Planning For Retirement
• A Financial Planner May Be Your Best Gift To Yourself
• Common 401(k) Mistakes
• Consolidation Or Multiple Accounts
• Dealing With Alzheimer’s
• Find Senior Independent Living Peoples Near You
• Importance Of Life Insurance For Financial Retirement Planning
• Investing In Bonds
• Long Term Care Options
• Manage Your Money In Financial Retirement
• Retirement Planning And Savings Plans
• Retirement Isn’t For Everybody
• Roth Iras For Financial Retirement
• The Future Of Senior Living And Assisted Living
• Thinks To Consider When Considering A 401(K)
• Perfect Time For Retirement

Succession Planning

• Module One – Getting Started
• Module Two – Succession Planning Vs. Replacement Planning
• Module Three – Preparing for the Planning Process
• Module Four – Initiating Process
• Module Five – The SWOT Analysis
• Module Six – Developing the Succession Plan
• Module Seven – Executing the Plan
• Module Eight – Gaining Support
• Module Nine – Managing the Change
• Module Ten – Overcoming Roadblocks
• Module Eleven – Reaching the End
• Module Twelve – Wrapping Up

John Academy: A Great Place to Learn for Everyone, Forever

Expert Authors: We select authors with expertise and experience of training professionals. Our authors are industry experts, academics, authors, face-to-face trainers or online trainers; most often they have a combination of these backgrounds

Engaging Content: Our succinct, bite-sized and business-focussed course materials are designed to deliver the most effective training for you. Each course is made up of modules, manageable learning chunks of text, images, videos and tasks.

Why choose us?

• Study in a user-friendly, advanced online learning platform;
• All the study materials are available in your student portal including videos tutorials.
• One of the most successful online education platforms in the UK.
• Affordable, engaging & high-quality e-learning study materials;
• You will have unlimited access to online learning platform in 24 hours a day, 7 days a week in 12 Months.
• Efficient exam systems for the assessment and instant result;
• The UK & internationally recognised accredited qualification;
• Access to course content on mobile, tablet or desktop from anywhere anytime;
• The benefit of applying for NUS Extra Discount Card;
• 24/7 student support.
• Technical supports and live chat service for your inquiries. This is very helpful for international learners.
• Excellent and flexible mentor supports by our team of experienced tutors/trainers via email.

Assessment:

• At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful.
• Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam.

Certification:

• In addition to the course price there is an additional charge for certificate. After you have successfully passed the final exam, you will be able to order an Accredited Certificate of Achievement at the following price:
• Hard Copy by post - £39.00
• Soft Copy PDF via email - £24.00

• Professionals who help people decide their retirement plans.
• People who have an interest in their retirement plans.

• This course is available to all learners, of all academic backgrounds.
• Learners should be aged 16 or over to undertake the qualification.
• Good understanding of English language, numeracy and ICT are required to attend this course.

The Retirement and Succession Planning Course is a useful qualification to possess, and would be beneficial for the following careers:

• Career Guide Counsellor
• Financial Adviser
• Financial Consultant
• Investment Planner
• Retirement Consultant.

Currently there are no Q&As for this course. Be the first to ask a question.