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Private Pension Course

Private Pension Course
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

The Private Pension Course equips you with practical tools to design, assess, and manage private retirement plans confidently. You'll learn about plan types, tax-advantaged products, and essential legal safeguards, then use straightforward frameworks for asset allocation, glidepaths, and risk management. Gain expertise in client onboarding, performance tracking, rebalancing, fee evaluation, 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 workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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