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Private Pension Course

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

What will I learn?

The Private Pension Course equips you with practical tools to design, evaluate, and manage private retirement plans confidently. You'll learn about plan types, tax-advantaged products, and key legal protections, then apply straightforward frameworks for asset allocation, glidepaths, and risk control. Gain mastery in client onboarding, performance monitoring, rebalancing, fee analysis, and tax optimisation to create 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 Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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