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[13 May 2025 2:30pm Zoom] Retirement Planning
[13 May 2025 2:30pm Zoom] Retirement Planning

[13 May 2025 2:30pm Zoom] Retirement Planning

HK$180.00
Product Code: 80/257/38
Viewed 55 times
Description

Item specifics

  • HKCAAVQ Ref no. 80/257/38
  • Mode Zoom
  • Written/Spoken Language Chi/Can
  • IA CPD (hours) 3 CPD
  • MPFA CPD (hours) 3 Non-Core

Product Description

Date: 13 May 2025 (Tuesday)
Time: 14:30 - 17:30


Course Objectives

  • Improve the selection of retirement planning/product and selling skills of retirement plan
  • Conduct retirement preparation and concepts, how to implement the retirement strategies
  • Methodology to calculate retirement expenses and inflation rate
  • How to successful selling and handle objection about retirement planning


The course mainly covers below major topics:

  • Definition of Retirement
  • Topic that will “Spark” the retirement interest
  • Reason of well prepare for retirement
  • What will happen after retirement
  • Basic concept of Saving
  • Implementation the 6 steps of financial planning
  • Main source of income after retirement
  • Ways of wealth inheritance
[13 May 2025 2:30pm Zoom] Retirement Planning

[13 May 2025 2:30pm Zoom] Retirement Planning

HK$180.00