Pension Fund Course
This course equips learners with essential skills for managing KiwiSaver funds, focusing on tax optimization, portfolio design, retirement projections, gap analysis, and clear client communication to provide effective retirement planning advice in New Zealand.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The KiwiSaver Fund Course provides practical, New Zealand-focused skills to assess retirement needs, project NZ Super and account balances, and design tax-aware contribution and asset allocation plans. Learn clear client-report language, compliant documentation, risk management, withdrawal strategies, and review triggers so you can deliver confident, data-driven retirement guidance quickly and effectively.
Elevify advantages
Develop skills
- Build tax-smart KiwiSaver contributions: optimise contributions, PIE funds, and Roth choices.
- Design diversified KiwiSaver portfolios: set allocations, select funds, and rebalance.
- Project retirement income fast: model growth, NZ Super, and withdrawal needs.
- Run clear gap analyses: test scenarios, quantify shortfalls, and adjust savings.
- Communicate KiwiSaver plans clearly: client-ready reports, disclosures, and action 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.What our students say
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