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.What our students say
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