Description

From understanding the intricacies of pension consulting to navigating the complex regulatory framework we have it all here! You'll dive into retirement planning, pension scheme assessment, selection, and implementation, ensuring you have a strong foundation in the field.

Maximising pension benefits and optimising investment strategies are essential components, allowing you to offer valuable advice to clients. You'll also gain expertise in compliance, ensuring your practice adheres to the regulatory standards. Effective communication and client relationship management skills are honed to help you build lasting partnerships with your clients.

By the end of this course, you'll be proficient in providing strategic pension advice, making informed decisions on scheme selection and investment, and ensuring compliance with industry regulations. You'll be well-prepared for a range of career opportunities in the field of pension consulting, ready to serve individuals and organisations in the UK.

Key Features

CPD Accredited

FREE PDF + Hardcopy certificate

Fully online, interactive course

Self-paced learning and laptop, tablet and smartphone-friendly

24/7 Learning Assistance

Discounts on bulk purchases

Course Curriculum

Module 01: Introduction to Pension Consulting

Module 02: Retirement Planning and Pension Scheme Assessment

Module 03: Pension Scheme Selection and Implementation

Module 04: Pension Transfers and Consolidation

Module 05: Pension Investment Strategies

Module 06: Maximising Pension Benefits

Module 07: Compliance And Regulatory Framework

Module 08: Communication and Client Relationship Management

Learning Outcomes:

Analyse retirement needs and recommend suitable pension schemes.

Implement pension schemes while adhering to regulatory requirements.

Develop effective pension investment strategies.

Maximise pension benefits for clients.

Ensure compliance with the regulatory framework.

Build and manage client relationships successfully.

Accreditation

This course is CPD Quality Standards (CPD QS) accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.

Certificate

After completing this course, you will get a FREE Digital Certificate from Training Express.

CPD

10 CPD hours / points Accredited by CPD Quality Standards

Who is this course for?

Financial Advisors

HR Professionals

Insurance Agents

Accountants

Investment Analysts

Legal Professionals

Recent Graduates

Career Changers

Career path

Pension Consultant

Retirement Planning Advisor

Pension Scheme Analyst

Compliance Officer in Pension Firms

Investment Strategist for Retirement

HR Manager with Pension Expertise

Certificates

Digital certificate

Digital certificate - Included

Once you've successfully completed your course, you will immediately be sent a FREE digital certificate.

Hard copy certificate

Hard copy certificate - Included

Also, you can have your FREE printed certificate delivered by post (shipping cost £3.99 in the UK).
For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.
Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.

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Pension Consultant Training Course

By Training Express

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