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Description: Retirement and succession planning is the management of filling the gap when a valuable employee retires. Retired workers or employers in your company can only be replaced with someone who has the same skills and knowledge. Companies and professionals who train their successor will not only help in filling the skills gap; it will also help in avoiding unstable future of business. If you want to know more about retirement and succession planning, then you don't have to worry about finding another source, this course will provide you everything you need to learn. Who is the course for? Professionals who help people decide their retirement plans. People who have an interest in their retirement plans. Entry Requirement: This course is available to all learners, of all academic backgrounds. Learners should be aged 16 or over to undertake the qualification. Good understanding of English language, numeracy and ICT are required to attend this course. Assessment: At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. Before sitting for your final exam, you will have the opportunity to test your proficiency with a mock exam. Certification: After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hard copy at the cost of £39 or in PDF format at the cost of £24. PDF certificate's turnaround time is 24 hours, and for the hardcopy certificate, it is 3-9 working days. Why choose us? Affordable, engaging & high-quality e-learning study materials; Tutorial videos/materials from the industry leading experts; Study in a user-friendly, advanced online learning platform; Efficient exam systems for the assessment and instant result; The UK & internationally recognized accredited qualification; Access to course content on mobile, tablet or desktop from anywhere anytime; The benefit of career advancement opportunities; 24/7 student support via email. Career Path: The Retirement and Succession Planning Course is a useful qualification to possess, and would be beneficial for the following careers: Career Guide Counsellor Financial Adviser Financial Consultant Investment Planner Retirement Consultant. Retirement Planning Financial Planning And Planning For Retirement 00:15:00 Diversity Is Key In Retirement Planning 01:00:00 Financial Future And Planning For Retirement 00:15:00 IRA vs. 401 (k) 01:00:00 Long Term Retirement Planning 00:15:00 Planning Your Financial Retirement 01:00:00 Properly Planning For Financial Retirement 01:00:00 Property Investment For Retirement 01:00:00 Retirement Planning : How Long Do You Expect To Live 01:00:00 Keys Considerations When Planning For Financial Retirement 01:00:00 Types Of Retirement Plans 01:00:00 What Are Iras? 01:00:00 What Is A 401(K)? 01:00:00 Why A Financial Advisor? 01:00:00 Importance Of Planning For Retirement 00:30:00 A Financial Planner May Be Your Best Gift To Yourself 00:15:00 Common 401(k) Mistakes 00:30:00 Consolidation Or Multiple Accounts 00:30:00 Dealing With Alzheimer's 01:00:00 Find Senior Independent Living Peoples Near You 00:15:00 Importance Of Life Insurance For Financial Retirement Planning 00:30:00 Investing In Bonds 00:30:00 Long Term Care Options 00:30:00 Manage Your Money In Financial Retirement 00:15:00 Retirement Planning And Savings Plans 01:00:00 Retirement Isn't For Everybody 00:30:00 Roth Iras For Financial Retirement 00:30:00 The Future Of Senior Living And Assisted Living 01:00:00 Thinks To Consider When Considering A 401(K) 01:00:00 Perfect Time For Retirement 00:30:00 Succession Planning Module One - Getting Started 01:00:00 Module Two - Succession Planning Vs. Replacement Planning 01:00:00 Module Three - Preparing for the Planning Process 01:00:00 Module Four - Initiating Process 01:00:00 Module Five - The SWOT Analysis 01:00:00 Module Six - Developing the Succession Plan 01:00:00 Module Seven - Executing the Plan 01:00:00 Module Eight - Gaining Support 01:00:00 Module Nine - Managing the Change 01:00:00 Module Ten - Overcoming Roadblocks 01:00:00 Module Eleven - Reaching the End 01:00:00 Module Twelve - Wrapping Up 01:00:00 Certificate and Transcript Order Your Certificates and Transcripts 00:00:00
Register on the Investment Banking today and build the experience, skills and knowledge you need to enhance your professional development and work towards your dream job. Study this course through online learning and take the first steps towards a long-term career. The course consists of a number of easy to digest, in-depth modules, designed to provide you with a detailed, expert level of knowledge. Learn through a mixture of instructional video lessons and online study materials. Receive online tutor support as you study the course, to ensure you are supported every step of the way. Get an e-certificate as proof of your course completion. The Investment Banking is incredibly great value and allows you to study at your own pace. Access the course modules from any internet-enabled device, including computers, tablet, and smartphones. The course is designed to increase your employability and equip you with everything you need to be a success. Enrol on the now and start learning instantly! What You Get With The Investment Banking Receive a e-certificate upon successful completion of the course Get taught by experienced, professional instructors Study at a time and pace that suits your learning style Get instant feedback on assessments 24/7 help and advice via email or live chat Get full tutor support on weekdays (Monday to Friday) Course Design The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace. You are taught through a combination of Video lessons Online study materials Certification Upon successful completion of the course, you will be able to obtain your course completion e-certificate free of cost. Print copy by post is also available at an additional cost of £9.99 and PDF Certificate at £4.99. Who Is This Course For: The course is ideal for those who already work in this sector or are an aspiring professional. This course is designed to enhance your expertise and boost your CV. Learn key skills and gain a professional qualification to prove your newly-acquired knowledge. Requirements: The online training is open to all students and has no formal entry requirements. To study the Investment Banking, all your need is a passion for learning, a good understanding of English, numeracy, and IT skills. You must also be over the age of 16. Course Content Module 1: Introduction to Investment Banking Introduction to Investment Banking 00:16:00 Module 2: Structure and Side of Investment Banking Structure and Side of Investment Banking 00:16:00 Module 3: Valuation Methods in Investment Banking Valuation Methods in Investment Banking 00:29:00 Module 4: Leveraged Buyout (LBO) Leveraged Buyout (LBO) 00:21:00 Module 5: Initial Public Offering (IPO) Initial Public Offering (IPO) 00:28:00 Module 6: Merger and Acquisition Merger and Acquisition 00:15:00 Module 7: Ethics in Investment Banking Ethics in Investment Banking 00:13:00 Frequently Asked Questions Are there any prerequisites for taking the course? There are no specific prerequisites for this course, nor are there any formal entry requirements. All you need is an internet connection, a good understanding of English and a passion for learning for this course. Can I access the course at any time, or is there a set schedule? You have the flexibility to access the course at any time that suits your schedule. Our courses are self-paced, allowing you to study at your own pace and convenience. How long will I have access to the course? For this course, you will have access to the course materials for 1 year only. This means you can review the content as often as you like within the year, even after you've completed the course. However, if you buy Lifetime Access for the course, you will be able to access the course for a lifetime. Is there a certificate of completion provided after completing the course? Yes, upon successfully completing the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and can be shared on your various social networks. Can I switch courses or get a refund if I'm not satisfied with the course? We want you to have a positive learning experience. If you're not satisfied with the course, you can request a course transfer or refund within 14 days of the initial purchase. How do I track my progress in the course? Our platform provides tracking tools and progress indicators for each course. You can monitor your progress, completed lessons, and assessments through your learner dashboard for the course. What if I have technical issues or difficulties with the course? If you encounter technical issues or content-related difficulties with the course, our support team is available to assist you. You can reach out to them for prompt resolution.
Elite EA PA Forum 🇬🇧
By Elite Forums UK
Elite EA/PA Forum We are delighted to announce the Elite EA/PA Forum for the UK & Ireland will be on the 13th November 2025. Our workshop aims to: Enhance your influence and impact by mastering assertive communication, negotiation, and self-advocacy skills. Stay composed and solution-focused in high-pressure situations with practical tools for crisis management and clear decision-making. Embrace evolving technology by understanding how AI and automation can streamline your role and boost efficiency. Future-proof your career by building strategic value, resilience, and adaptability in an ever-changing professional landscape. Keynote Address with Q&A from the audience: What to expect from Sam's Keynote: With over 30 years supporting leaders at the highest levels, Sam Cohen brings a wealth of insight, experience, and stories (the kind she can share) to the stage. From 18 years serving within The Royal Household - including as Deputy Private Secretary and Press Secretary to Her late Majesty Queen Elizabeth II - to working with The Duke and Duchess of Sussex, running the Prime Minister’s Office at Downing Street, and serving as Chief of Staff to the global CEO of Rio Tinto, Sam’s career is a masterclass in discretion, diplomacy, and delivering at the top. In this exclusive keynote, Beyond the Role, Sam will explore how Executive Assistants don’t just support leaders - they shape leadership, drive strategy, and build legacy from behind the scenes. Join us for this rare opportunity to hear from someone who’s been at the epicentre of power - and bring your questions! The keynote will include a live Q&A, where you can ask Sam about her remarkable career, leadership insights, and how to truly excel in high-performance environments. (Don’t ask her what the Queen kept in her handbag - she’s not telling.) Sam Cohen Career Bio: Sam Cohen has spent the last 30 years working to support leaders in the public and private sectors. Sam spent 18 years serving The Royal Household, as Deputy Private Secretary to Her late Majesty Queen Elizabeth II and Press Secretary to The Queen. Sam also served as Private Secretary to The Duke and Duchess of Sussex. Following this time, Sam worked as Director of the Prime Minister’s Office at Downing Street under Boris Johnson and, most recently, was Chief of Staff to the global CEO at Rio Tinto. Source: ABC News - YouTube Channel. Facilitator - AM: Monika Turner The Confident Assistant - Speak Up, Go After What You Want & Create The Future You Deserve: Develop practical strategies to negotiate workload, boundaries, and career growth with confidence. Learn assertive communication techniques to handle challenging conversations effectively. Build self-advocacy skills to articulate your value and influence outcomes in the workplace. Monika Turner Career Bio: Monika Anna Turner is an ICF-certified Leadership and Executive coach with over seven years of experience helping professionals unlock their confidence, elevate their voice, and lead with authenticity. Before stepping into coaching, she built a successful career as a Personal Assistant, Executive Assistant, and ultimately Chief Of Staff —giving her a deep understanding of the unique challenges and strengths of support roles. Originally from Poland, Monika knows firsthand what it’s like to question your voice and your value—especially in a second language. Her journey from self-doubt to self-assurance informs everything she does today. Through her coaching, she empowers assistants and leaders alike to move beyond fear, speak up and create fulfilling careers they’re proud of. Panel Suzie Joughin Senior Executive Assistant at the Houses of Parliament Restoration & Renewal. Suzie is an experienced senior executive assistant, specialising in the public and third sectors. Suzie’s career highlights include senior administrative roles in Cancer Research UK, the largest independent cancer research charity in the world; UK Research and Innovation, the UK’s national funding agency investing in science and research in the UK during the Covid-19 pandemic; and her current role on the Houses of Parliament Restoration and Renewal Programme. Rebecca Polson Executive Support Manager to the Chief Executive An award-winning Executive Assistant with over 10 years’ experience across the higher education, charity, private, and public sectors. Currently Executive Support Manager to the Chief Executive at Alzheimer’s Research UK, she provides high-level support in the fast-paced, mission-driven environment of the largest dementia research charity in the UK. Her previous roles include supporting senior leaders at the Natural History Museum, the Incorporated Society of Musicians, and the Royal College of Music. She brings expertise in executive support, governance, stakeholder engagement, and complex diary and project management. Named PA of the Year in 2023 and a finalist in the SecsintheCity PA of the Year Awards, she is known for her professionalism, discretion, and ability to stay ahead of the needs of the people and organisations she supports. Ola Boddington Senior Executive Assistant As a seasoned Executive Assistant, she has honed her skills in management and project planning over the years. She has worked with various organisations, including Zoa, Signal AI, and ConsenSys, where she provided high-level administrative support to senior executives. Her expertise lies in managing complex schedules, coordinating travel arrangements, and ensuring seamless communication among team members. She is also proficient in using various software tools to streamline workflows and enhance productivity. She is passionate about delivering exceptional service and contributing to the success of the teams she works with. Claudine Martin Senior Executive Assistant Claudine is a highly skilled Senior Executive Assistant, currently supporting the Head of BNY Pershing EMEA. With a distinguished career spanning nearly 17 years in the British Army, Claudine retired in 2023 at the rank of Staff Sergeant, bringing a wealth of experience in high-pressure environments and strategic operations to her current role. Throughout her military career, Claudine specialised in Human Resources, and served as the Personal Assistant to the Army Director of Engagement and Communication at the Ministry of Defence. In this capacity, she played a pivotal role in the planning and execution of significant events and initiatives, showcasing her exceptional organisational skills and attention to detail. Her dedication and professionalism were recognised when she was awarded PA of the Year in 2019 by PA Life. An advocate for the Executive Assistant profession, Claudine is also a sought-after public speaker. She regularly shares her insights at industry events, including the PA Show, and serves as an advisory board member, contributing to the ongoing development and recognition of the profession. Claudine is passionate about empowering others and has previously mentored young people through the Diana Award, a programme established in honour of Princess Diana to support disadvantaged youth. Additionally, she has participated in Fast Forward 15, a mentoring initiative aimed at women aspiring to build careers in events, hospitality, or related industries. With her extensive experience, dedication to excellence, and commitment to mentorship, Claudine continues to make a significant impact in her field and inspire the next generation of leaders. She proudly represented the UK at the Invictus Games 2023, showcasing her unwavering determination and unwavering spirit. In her spare time, Claudine enjoys park run and writing poems. The Importance of Becoming a Strategic Advisor Learn how to shift from reactive to proactive. Develop the mindset and behaviours of a strategic advisor. Understand how to add value beyond your job description. Facilitator - PM: Justin Kabbani AI Is Not Here to Replace You. It's Here to Upgrade You. We'll explore Justin's proven 3P framework: Priming – How to set up AI like a strategic advisor by feeding it context, tone and mindset Prompting – How to craft clear, structured instructions to get consistently great results Producing – How to turn AI outputs into high-leverage work that makes you stand out Your session outcomes: Real examples from admin professionals already using AI to elevate their work Prompts you can copy, adapt, and test live Interactive exercises to build confidence fast A practical challenge to implement right after the session If you’ve been overwhelmed by AI, or underwhelmed by its impact, this session will change that. You'll leave with tools you can use today, and a mindset you’ll carry forward for the rest of your career. Justin Kabbani Career Bio: Justin Kabbani is one of Australia’s most in-demand AI trainers and keynote speakers, known for making AI feel simple, powerful, and immediately useful. He’s worked with brands like Uber, Treasury Wine Estates, and Udemy, helping their teams embed AI into daily workflows, strategic planning, and executive communication. Over the past two years, Justin has trained more than 2,000 professionals across Australia and beyond, consistently earning feedback like “mind-blowing,” and “game-changing”. His signature Prime, Prompt, Produce framework has transformed how business leaders, executive assistants, marketers, and teams think, work, and communicate with AI, without needing to be “tech people.” Justin believes AI isn’t here to replace people. It’s here to take the robotic work off our plate, so we can focus on what humans do best. LinkedIn: https://www.linkedin.com/in/justinkabbani/ Website: https://justinkabbani.com/ Speed Connections Networking Session Join us for Speed Connections, a lively 30-minute networking session designed to foster meaningful connections in a fun, fast-paced environment. Every 10 minutes, attendees will be placed into new breakout rooms with small groups, giving everyone the chance to meet a diverse range of peers. Each breakout session will feature engaging prompts to spark conversations and make networking enjoyable and memorable! Who will attend this event? Executive Assistant (EA) Personal Assistant (PA) Virtual Assistant (VA) Legal Secretary Legal Executive Assistant Administrative Assistant Office Manager Health Care Office Manager Chief of Staff Additional roles may be relevant depending on role responsibilities along with development opportunities. This workshop is open to females, male including trans women/males and non-binary professionals. Group Rate Discounts To discuss our group rates in more detail, please email support@elite-forums.com and provide the following: Group Number (How many would like to attend) Event Date (If numerous dates, please advise if we are splitting attendees across multiple dates) Attendee Contact details (Or request our Group Rate Document. Complete and return - we'll sort the rest.) Group discounts are on request - see below group rate discount brackets: 🧩 You just need one piece to come together - to unlock your Elite Potential. 🔑 Media outlets/organisations will not be permitted to attend this event.
