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, from all academic backgrounds.
  • Good understanding of English language, numeracy and ICT are required to attend this course.


  • 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.


  • 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 a cost of £39 or in PDF format at a cost of £24.

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 recognised accredited qualification;
  • Access to course content on mobile, tablet or desktop from anywhere anytime;
  • The benefit of applying for NUS Extra Discount Card;
  • 24/7 student support via email.

Career Path:

The Retirement Planning Course would be beneficial for the following careers:

  • Career Guide Counsellors
  • Financial Advisers
  • Financial Consultants
  • Investment Planners
  • Retirement Consultants.


Module 1

  • Financial Planning And Planning For Retirement
  • Diversity Is Key In Retirement Planning
  • Financial Future And Planning For Retirement
  • IRA vs. 401 (k)
  • Long-Term Retirement Planning
  • Planning Your Financial Retirement

Module 2

  • Properly Planning For Financial Retirement
  • Property Investment For Retirement
  • Retirement Planning: How Long Do You Expect To Live
  • Keys Considerations When Planning For Financial Retirement
  • Types Of Retirement Plans
  • What Are Iras?

Module 3

  • What Is A 401(K)?
  • Why A Financial Advisor?
  • Importance Of Planning For Retirement
  • A Financial Planner May Be Your Best Gift For Yourself
  • Common 401(k) Mistakes
  • Consolidation Or Multiple Accounts

Module 4

  • Dealing With Alzheimer’s
  • Find Senior Independent Living Peoples Near You
  • Importance Of Life Insurance For Financial Retirement Planning
  • Investing In Bonds
  • Long-Term Care Options
  • Manage Your Money In Financial Retirement

Module 5

  • Retirement Planning And Savings Plans
  • Retirement Isn’t For Everybody
  • Roth Iras For Financial Retirement
  • The Future Of Senior Living And Assisted Living
  • Thinks To Consider When Considering A 401(K)
  • Perfect Time For Retirement
Program taught in:

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Last updated June 8, 2018
This course is Online
Start Date
Open Enrolment
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10 GBP