Retirement Planning

The course's goal is to help students in the insurance and financial industries understand the concepts and practices of retirement planning, and to assist customers in developing a suitable retirement plan based on various financial conditions and retirement goals in order to ensure a stable life after retirement.

Course Content

1. The importance of retirement planning

2. Retirement planning steps

3. Retirement income

The course has been registered and approved by the HKCAAVQ to bear 5 CPD hours under the Continuing Professional Development Programme of the Insurance Intermediaries Quality Assurance Scheme.