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Foundations of Retirement Financial Planning Training Course

Foundations of Retirement Financial Planning Training Course

Foundation | 5 days | Face to Face / Online | Certificate
01

Course Overview

Course Summary
Course Title Foundations of Retirement Financial Planning Training Course
Organization Tech For Development (T4D)
Venue Tech For Development (T4D) Training Centre
Duration 5 days
Target Industries
Target Job Roles
Course Fees (Face-to-Face) USD 1,500/KES 99,000 (Exclusive of VAT)
Course Fees (Virtual) USD 1,000/KES 70,000 (Exclusive of VAT)
Training Modes Virtual and face-to-face training
Payment Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course
Accreditation Tech For Development Certificate of Course Completion

Course Overview

This 5-day course introduces participants to the fundamental concepts of retirement financial planning. Provided by T4D, it covers the basics of retirement planning, including income strategies, investment options, and initial tax considerations. Participants will develop a solid understanding of foundational principles to effectively guide clients through their retirement planning journey.

Course Duration

5 Days

Target Audience:

  • Financial Planners
  • Retirement Advisors
  • HR Managers
  • Benefits Administrators
  • Individuals planning for retirement

Personal Impact:

  • Build foundational knowledge in retirement financial planning.
  • Develop initial planning strategies and skills.
  • Gain confidence in basic retirement planning techniques.

Organizational Impact:

  • Improve the ability to provide foundational retirement planning advice.
  • Enhance team capabilities in retirement planning.
  • Equip staff with essential knowledge to support client retirement needs.

Course Objectives:

  • Understand the basics of retirement financial planning.
  • Develop initial retirement plans based on fundamental strategies.
  • Implement basic investment and income strategies for retirement.
02

Course Modules

Course Outline:

Module 1:Introduction to Retirement Financial Planning

  • Basics of Retirement Planning
  • Key Components of a Retirement Plan
  • Case Study: Creating a Basic Retirement Plan for a Client

Module 2:Retirement Income Planning Strategies

  • Income Sources and Strategies
  • Building a Sustainable Income Stream
  • Real-Life Project: Designing an Income Plan for a Retiree

Module 3:Investment Strategies for Retirement Savings

  • Investment Options and Risk Tolerance
  • Asset Allocation Basics
  • Case Study: Developing an Investment Strategy for Retirement

Module 4:Tax Planning for Retirement

  • Tax Implications of Retirement Accounts
  • Basic Tax Minimization Strategies
  • Real-Life Project: Creating a Tax-Optimized Retirement Plan

Module 5:Social Security and Pension Planning

  • Understanding Social Security Benefits
  • Integrating Pension Benefits into Retirement Plans
  • Case Study: Planning for Social Security and Pension Integration
03

Course Administration

Methodology

Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.

Accreditation

Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion

Training Venue

The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.

Accommodation & Airport Transfer

Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179

Tailor-Made

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.

Payment

Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].

Related Courses

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Advanced Pension Communication Techniques Training Course

 Risk Management in Pension Investments Training Course

Risk Management in Pension Investments Training Course

 Fixed Income Investment Strategies for Pensions Training Course

Fixed Income Investment Strategies for Pensions Training Course

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Date Cost
2026 Schedules
Nairobi
07 Dec - 11 Dec
KES 99,000 |
$1,500 		Register
Johannesberg
Mombasa
Kigali
Addis Ababa
Kuala Lumpur
Accra
Cairo
Cape Town
Pretoria
Dar es Salaam
Naivasha
Kisumu
Arusha
Machakos
Nakuru
Kampala
Dubai
Zanzibar
2027 Schedules
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04 Oct - 08 Oct

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01 Nov - 05 Nov

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Kigali
Addis Ababa
Kuala Lumpur
Accra
Pretoria
Cape Town
Johannesberg
Cairo
Arusha
Machakos
Zanzibar
Kisumu
Nakuru
Mombasa
Nairobi
Naivasha
Kampala
Dubai