Private Pension Course
Gain mastery in private pension planning tailored for financial experts in Kenya. Delve into pension scheme varieties, tax optimisation techniques, portfolio construction, risk oversight, and effective client engagement to craft compliant, streamlined retirement solutions that enhance sustained income security and financial stability over the long term.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course equips you with practical skills to design, assess, and manage private pension schemes effectively. You will explore various plan types, tax-efficient products, and essential legal safeguards, while applying structured methods for asset allocation, glide paths, and risk mitigation. Gain expertise in client intake, performance tracking, portfolio rebalancing, fee evaluation, and tax strategies to develop robust, compliant retirement plans.
Elevify advantages
Develop skills
- Design private pension schemes by quickly comparing DC, DB, and group plans.
- Develop tax-efficient retirement approaches by maximising products, allowances, and timing.
- Assemble pension investment portfolios matching assets to risk profiles and retirement timelines.
- Forecast retirement results including returns, inflation adjustments, and reliable income streams.
- Guide clients effectively by simplifying explanations of fees, risks, and scheme selections.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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