4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This Retirement Planning Course provides a practical, numbers-focused framework to establish clear income goals, calculate target nest eggs, and select a moderate, diversified portfolio. Learn essential financial maths, tax-aware contribution strategies, account selection, and withdrawal planning, plus rebalancing, behaviour coaching, and simple reporting tools to keep long-term retirement plans on track and adaptable to life changes.
Elevify advantages
Develop skills
- Build retirement income targets: turn replacement rates into clear dollar goals.
- Design moderate-risk portfolios: align shares, bonds, and cash to client needs.
- Apply core retirement maths: PV, FV, withdrawal rates, and inflation impacts.
- Optimise tax-smart saving: KiwiSaver, Roth, rollovers, and efficient withdrawal order.
- Create and monitor client plans: rebalance, report progress, and adjust for life events.
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
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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