from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Pension Fund Course provides practical, U.S.-focused skills to evaluate retirement requirements, forecast Social Security and account balances, and create tax-efficient contribution and asset allocation strategies. Master straightforward client-report wording, compliant records, risk oversight, drawdown approaches, and evaluation prompts to offer assured, evidence-based retirement advice swiftly and proficiently.
Elevify advantages
Develop skills
- Build tax-smart pension contributions: optimise 401(k), IRA, and Roth options.
- Design diversified pension portfolios: establish allocations, choose funds, and rebalance.
- Project retirement income fast: model growth, Social Security, and withdrawal needs.
- Run clear gap analyses: test scenarios, quantify shortfalls, and adjust savings.
- Communicate pension 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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Course in PDF
