Retirement Planning Masterclass Series

Through a combination of case studies, discussions, collaborative learning and mini lectures, this Retirement Planning Masterclass Series equips Professionals in the Financial Services Industry with competencies and skills to address customers’ retirement planning gaps in a holistic manner.

Modules

Integrating CPF Schemes into Retirement Planning
Integrating Government Schemes and Living Documents into Retirement Planning
Applying the Retirement Planning Process to Generate Sales Propositions
Portfolio Design and Asset Allocation in Retirement Planning

Need more information ?