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Private Pension Course

Private Pension Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

The Private Pension Course provides you with practical tools to design, evaluate, and manage private retirement plans with confidence. Learn about plan types, tax-advantaged products, and key legal protections, then apply clear frameworks for asset allocation, glidepaths, and risk control. Master client onboarding, performance monitoring, rebalancing, fee analysis, and tax optimisation so you can build efficient, compliant, long-term pension strategies.

Elevify advantages

Develop skills

  • Design private pension plans: compare DC, DB, and workplace options quickly.
  • Build tax-smart retirement strategies: optimise products, limits, and timing.
  • Construct pension portfolios: align asset allocation with risk and retirement age.
  • Model retirement outcomes: project returns, inflation, and sustainable income.
  • Advise clients clearly: explain fees, risks, and plan choices in plain language.

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

I was just promoted to Prison System Intelligence Advisor, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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