Retirement Planning and Employee Investment Certification Training Course

Why select this training course?

The Retirement Planning and Employee Investment Certification Training Course by Rcademy highlight all important topics essential for making a trainee expert and professional. The trainees will have real-world knowledge and understand the market’s requirements to fit into it. Moreover, they will have many opportunities to grow and be hired by renowned organizations. Trainees will have to complete projects and participate in group and class discussions, leading them to gain market-level experience. Retirement planning and employee investment training will enable trainees to secure their and others’ futures.

What is retirement planning?

Retirement planning starts with setting goals, and decision-making is the second step after analyzing risks. These decisions indicate the actions that must be performed to achieve retirement goals. Retirement planning encompasses a variety of goals, such as knowing the income sources, understanding the expenses, making a saving program and utilizing it, and monitoring the risks for better asset management.

What is employee investment?

Employee investment is a term that means investing in employees to increase their productivity and mental health. It involves different coaching and training sessions in which employees learn diverse skills related to their field. Moreover, they also understand how to manage stress at work to live a better life.

Rcademy’s professional and expert educators have hands-on experience in their relevant fields. They ensure that all course topics add value to the training process of the trainees, so they check each course thoroughly before the commencement of each session. Additionally, expert educators add tips and tricks to perform better at work. Therefore, the employee investment part of this course can be used by the employees or employers for their training or their employees’ training, respectively.

Who should attend?

The Retirement Planning and Employee Investment Certification Training Course by Rcademy are ideal for:

• Employees working in the private sector
• Life partner/ spouse of the retiring employee
• Employees working in the public sector
• Any professional who is eager to learn about retirement planning
• Any professional from any industry and any age group

Professionals who want to update their knowledge about retirement planning

What are the course objectives?

After completing The Retirement Planning and Employee Investment Certification Training Course by Rcademy successfully, participants will

• Understand the importance of retirement, either mandatory or voluntary
• Comprehend the retirement planning, process, and phases
• Understand that retirement is life’s 3rd box which should be comprised of self-development and productive life
• Attaining the recruiting benefits
• Optimization of retirement as per the current situation
• Training and educating the employees to be more professional
• Improving employees’ abilities and productivity by investing in them
• Know how to become an efficient employer
• Comprehend the risks and learn how to manage them for a better future
• Apprehend how to make retirement secured

How will this course be presented?

The journey of the Retirement Planning and Employee Investment Certification course is full of theoretical information and real-world experiences presented by experts. All the experts of the Rcademy have hands-on experience in their relevant fields. They understand which theoretical topic should be taught using various assignments. Considering this, they utilize a unique methodology in which trainees’ interest and involvement are maximized using projects, class discussions, readings, and group discussions.

What are the topics covered in this course?

All of the essential topics required to be completed to become a certified professional are presented below:

Module 1: Getting Started with the fundamental concepts of Retirement

• Definition of retirement
• Diverse Perspectives onRetirement
• Problems confronted by employees at the age of ’50s
• What are the characteristics of highly competent and successful retirees?
• Life’s Three “Boxes”
• The concept of SPICES/F in the domain of retirement
• 6 Planning categories for retirement
• What are the most important elements of self-realization and autonomy?

Module 2: Process of Retirement

• Setting up the goals for retirement
• Assessing the financial condition of the retirees
• Get to know the after-retirement income sources
• Monitoring the income
• Management of the assets
• Determining the risks
• Understanding the impacts of each type of risk
• Understanding how to tackle risks to invest in assets

Module 3: Phases of Retirement

• Before retirement phase
• The phase of retirement
• The phase of the disenchantment
• The phase of the stability
• The phase of reconciliation
• The phase of reorientation

Module 4: Hands-on experience of retirement process: Goal-setting steps

• Management of the risks
• Future possibilities of expenses
• Potential problems related to the retirement process

Module 5: Hands-on experience of retirement process: Financial Net-worth (present and future)

• Comprehending and assessing the present financial condition and lifestyle
• Fixing up the current issues
• Investing the income for the future after assessing available options (equity and fixed)
• Evaluation of the risks and learning methods to handle them
• Wealth distribution and making a diverse portfolio

Module 6: Employee Investment

• What is employee investment?
• How does it help organizations?
• Eight reasons why employee investment is important

Module 7: Employees’ Mindset and emotional management

• Role of support group
• Support circles (outer, intermediate, and peripheral)
• Coloring lives with strong imaginative skills
• Better life with better support from family
• Hindrances in the way of a better life
• Types of self
• Different types of stress
• Management of each kind of stress
• What is the growth potential?
• Improving life during senior years

Module 8: The Concept of healthy aging

• Most common reasons for death among people
• What is healthy aging?
• How does it help the employees?
• How can an employee switch to healthy aging?
• Steps for healthy aging
• Attaining healthy lifestyle
• Leisure time optimization for a healthy life
• Stress management at work for better mental health

Module 9: Improving professionalism among employees while continuing the employment

• Retirement choices
• Retirement activities
• Workshops for employees
• What factors to consider during retirement
• Employees in their ’50s and what opportunities they have
• Tactics for self-exploration
• Knowledge about and for retirement
• Choosing a career after retirement
• What are the habits of self-made millionaires?
• Readings for professionalism
• “2nd and subsequent career”