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Pension Fund Course

Pension Fund Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

The Pension Fund Course equips you with practical skills focused on Botswana's context to evaluate retirement requirements, forecast social security benefits and account balances, and create tax-efficient contribution and asset allocation strategies. Gain proficiency in straightforward client communication, regulatory-compliant records, risk control, drawdown approaches, and evaluation points to offer assured, evidence-based retirement advice swiftly and proficiently.

Elevify advantages

Develop skills

  • Develop tax-efficient pension contributions: optimise choices for retirement funds, individual savings plans, and tax-free options.
  • Create diversified pension investment mixes: determine allocations, choose investment vehicles, and perform rebalancing.
  • Forecast retirement earnings quickly: simulate growth, social security payouts, and withdrawal requirements.
  • Conduct precise shortfall assessments: examine scenarios, measure deficiencies, and refine savings plans.
  • Present pension strategies effectively: produce client-friendly reports, required disclosures, and practical next steps.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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