Executive Development Programme in Freelance Financial Planning for Retirement

Name: Executive Development Programme in Freelance Financial Planning for Retirement
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The Executive Development Programme in Freelance Financial Planning for Retirement is a certificate course designed to equip learners with essential skills for career advancement in the financial planning industry. This program focuses on freelance financial planning, a growing field that offers flexibility, independence, and a great income potential.

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AboutThisCourse

In this course, learners will gain a comprehensive understanding of the retirement planning process, including risk management, investment strategies, tax planning, and estate planning. They will also develop critical skills in communication, client management, and business development, enabling them to provide exceptional service to their clients and grow their businesses. With an aging population and a growing awareness of the importance of retirement planning, the demand for skilled financial planners is on the rise. This course provides learners with the tools and knowledge they need to meet this demand and succeed in this competitive industry. By the end of this program, learners will have the confidence and expertise to start or grow their freelance financial planning practice and help their clients achieve their retirement goals.

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CourseDetails

• Financial Planning Fundamentals
• Understanding Retirement and its Financial Implications
• Freelance Financial Planning: An Overview
• Client Assessment and Goal Setting for Retirement
• Investment Strategies for Retirement
• Risk Management in Retirement Planning
• Tax Planning for Retirees
• Social Security and Pension Benefits
• Estate Planning for Retirees
• Regulatory Compliance in Freelance Financial Planning

CareerPath

EntryRequirements

BasicUnderstandingSubject
ProficiencyEnglish
ComputerInternetAccess
BasicComputerSkills
DedicationCompleteCourse

NoPriorQualifications

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NotRegulatedAuthorized
ComplementaryFormalQualifications

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FastTrack GBP £140

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AcceleratedLearningPath

ThreeFourHoursPerWeek
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StandardMode GBP £90

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FlexibleLearningPace

TwoThreeHoursPerWeek
RegularCertificateDelivery
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EXECUTIVE DEVELOPMENT PROGRAMME IN FREELANCE FINANCIAL PLANNING FOR RETIREMENT

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London School of International Business (LSIB)

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05 May 2025

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