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 workloadWhat our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course
